Sep42026
Peter Drucker Management Book from 2008 in Joshua Kennon's Office

Peter Drucker’s Compendium “Management” from 2008 Remains One of the Top Ten Most Important Works I’ve Ever Read

Book RecommendationsLeave a comment

From time to time, the writings of legendary thinker Peter Drucker have come up on this blog.  Drucker, who was probably one of the most brilliant strategic and long-term thinkers are corporate and governmental structure, incentives, and behavioral consequences, is one of the few people I think everyone should read regardless of who they are or what they do in life.  Whether you are a small business owner launching a company, an executive overseeing a division of a Fortune 500 corporation, a politician dealing with constituents, a non-profit director striving to improve the world, a pastor leading a congregation, a professor teaching a course, or you simply enjoy learning, his body of work can shave decades off your journey, clarify your thinking, and make you far more effective at achieving your objectives.

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Sep32026
The Power of Questions by Joshua Kennon

The Power of Questions

Business Strategy, Investing Strategies, Life StrategyLeave a comment

When it comes to getting the life, career, and financial independence you desire, one of the most effective tools you have at your disposal is understanding and internalizing what I call the power of questions.  Combined with a checklist, asking the right questions can help you evaluate where you are, introspectively examine your own heart so you can better understand where you would like to go, and gain some degree of objectivity in evaluating your progress on that journey, making course corrections as necessary.

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Aug282026

Capitalist Compounder Game – Version 1.10

Computers & Technology, Video Games3 Comments

For several years, in order to keep an eye on system capabilities and where I think the societal A.I. investments are going (especially as it may or may not represent a threat to the existence of moats for long-term investments), I had a series of tests – low-hanging fruit – I’d run to gauge the total cost, efficiency, and repeatability of output. The advances, as you know, have been staggering in recent quarters so we might as well be talking about ancient history at this point. By the time I write this on August 28th, 2026, these tests are basically child’s play to the more capable models but they were important guideposts along the way.

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Mar282026

Both the World and Capital Markets Feel Strangely Similar to 2006

Economics30 Comments

For the past two or three weeks, I’ve found myself experiencing a strong sense of déjà vu. So many aspects of the world, and capital markets, today feel similar to the period following when Aaron and I graduated college; the time during which we built our early economic foundation. Housing prices. Mortgage rates. Conflict in the Middle East, particularly Gaza. Spikes in gasoline prices. Value stocks getting more and more attractive.

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Mar302025
Reflecting on the Upcoming Year - 2025

Raising Kids to Have an Analogue Childhood in a Digital World

Interior Design, My Day In Pictures, Video Games18 Comments

One of the questions I get constantly, both in-person and online, is how we went about arranging our household once we became parents. We put so much thought into it, and it’s clearly of interest to folks, that I thought I’d take a moment over my morning coffee and write a brief high-level overview of how we approached this if only for a quick reference guide in the hope it is helpful to someone. It’s also partly my way of paying it forward since both Aaron and I were, and remain, so grateful for the other parents who shared suggestions, ideas, and recommendations about the journey we were about to undertake.

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Dec202024
Classical and Jazz Fusion Piano

You Really Should Listen to the Robert Glasper Trio (and some Wisdom from Charlie Munger)

Music14 Comments

As I sit here working at my desk at 1:35 a.m., December 20th, 2024, I’m listening to a recording session of Levels by the Robert Glasper Trio feeling exhausted, but grateful, for a phenomenal year. Decisions made over the past 18 to 24 months bore extraordinary fruit. I’ve also been thinking about something Charlie Munger said shortly before his passing.

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