Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory

Joshua Kennon New York Philharmonic Avery Fisher Hall November 8 2003 - DSCN1903

Performing Beethoven’s 9th Symphony with the New York Philharmonic

One of the benefits of our relocation to the West Coast was going through boxes and containers dating back to early childhood, discovering things that we didn’t realize we had; toys from our nursery, birthday cards from elementary school, choral music from high school and college.  This included migrating old computer archives before destroying the physical drives, resulting in large amounts of data we now need to organize and catalog over the coming years as a part-time personal project

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Hamilton an American Musical

Hamilton: An American Musical About Self-Study, Obsessive Reading, Taxation Policy, and Hustling for What You Want In Life

I am a huge fan of the work of biographer Ron Chernow (many of you know him for writing Titan: The Life of John D. Rockefeller, Sr., which is the best biography on the oil giant that has ever been published).  Back in 2004, he wrote a biography of Alexander Hamilton.  If you don’t have a copy, you should buy one and read it.  My edition is marked-up, highlighted, cross-referenced, and scribbled upon.  Through 800 or so pages, he lays out the story of one of America’s founding fathers.

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Conchita Wurst

What Bearded Ladies Can Teach Us About 18th Century Borda Count Voting Systems and Making Money

The Washington Post this morning had a story about the political discontentment in Russia over the outcome of the 2014 Eurovision competition.  Given that a few days ago, I outright said I’d personally emigrate were I living in Russia, this confluence of events is particularly timely.  I’m going to use it as an excuse to talk about something known…

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Eli Lilly and the Insanity of Foreign Taxes

Eli Lilly and the Insanity of Foreign Taxes

I’m going through the corporate bond filings of pharmaceutical giant Eli Lilly just out of curiosity.  They have a huge patent cliff coming up, during which time as much as 40% of their revenue base will be exposed to generic competition.  I wondered what it would do to the risk metrics on the senior bonds so I pulled the Moody’s rating and reading over the figures as I listen to an old 1970s song called Snookeroo.

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Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory