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

Croque Madame and Cotton Candy Grapes

Walk into a French café and you might discover a dish called Croque Monsieur, which translates as “Mr. Crunch”.  Add a sunny-side up egg on top and it becomes a Croque Madame, or “Mrs. Crunch”, the gender shift occurring because the egg resembles the sort of hat women would frequently wear in a by-gone era.  Croque Monsieur and Croque Madame can range from the easy and convenient to the rich and decadent depending on the money, time, and calories you are willing to sacrifice.

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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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Tiny Inflation Calculation Methodology Changes Are Going to Result in Billions of Dollars in Wealth Transfers

Politicians, central bankers, and academics around the world are engaging in a conversation that could have massive real-world consequences for both middle class families and retirees; conversations that could result in substantially higher taxes, and/or substantially reduced benefits for entitlement programs such as Social Security, depending upon how the matter is resolved.  The average American is not paying attention to this at all.  It matters.  This is a technical debate that will transfer huge amounts of wealth from various stakeholders depending upon who prevails.

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Stroopwafels Have Become My Obsession

I want to officially thank the people of The Netherlands for one of their greatest contributions to human civilization: the Stroopwafel.  How I managed to go 36 years of life without ever experiencing the joy that is this amazing combination of toasted waffle, caramel, cinnamon, and vanilla is beyond me.  My Stroopwafel obsession has gotten to the point that Aaron laughs at me because I just can’t help myself.  It’s so bad that because I try to limit my daily consumption of sugar, I actually look forward to going to bed just knowing that I can get up and have another Stroopwafel.  This is out of control.

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You Can Special Order the “New Coke” Formula for a Limited Time as Part of a Netflix Stranger Things Product Tie-In

If you ever wanted to try the infamous “New Coke” that resulted in global boycotts of Coca-Cola when it briefly replaced the classic formula, now is your chance. Of course, me being me, this post ended up turning into an academic discussion about long-term investing including a mini-case study of Coke over the past 34 years.

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Trying a Beef Stroganoff Recipe at Home

Sometime within the last week, Aaron and I were talking and he brought up a dish many of you will probably remember: Beef Stroganoff.  We talked about how it seemed like nearly everyone raised in the 1980s and 1990s (at least in the Midwest) ate it regularly, often of the Hamburger Helper variety.  It was ubiquitous, reaching worldwide popularity after emerging from Russia during the 19th century.  You could not get away from this stuff – you ate it at home, you ate it when visiting family or friends, you at it at school, you ate it at church events.

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I Will Be Re-Opening Selected Posts from the Private Archives (Sticky)

I have decided that one of my personal projects is going to be revisiting the thousands of posts we put into the private archive prior to launching our asset management firm and, to the extent reasonably possible, release them back to the public blog if we feel they might be useful from an academic, entertainment, and/or historical perspective.  NOTE THAT THIS POST WILL BE FEATURED AT THE TOP OF THE BLOG HOMEPAGE WHILE THE PROJECT IS ON-GOING. NEW POSTS WILL APPEAR BEHIND IT UNTIL THEN.

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