The Falling Knife
Harvey SawikinWelcome to my Substack, where I will write about investing, marriage and family, culture, and random topics. All subscription money will be donated to The Human Fund (sorry, that's for Seinfeld fans). Really, to a good cause.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | harveysawikin.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Best of Investment Truisms, Are They True?
A few of my earlier posts concerned investment truisms, which I’ve learned dozens of over my decades in the business. I like to quote them to my team whenever I get tired of thinking and need to reduce complex situations to bite-size chunks...
Aaron Judge, Mean Reversion, and Staying in the Game
After the 2024 World Series, which featured a costly error by Aaron Judge, a sportswriter and fan chorus pronounced him “not a big game player,” someone who “chokes in the postseason.” This reminded me of my late friend Brom Keifetz, who us...
When Things Get Bubbly, Don't Get Illiquid
Two of my recent posts involved successful investments our funds have made, so it seemed only fair to write about a failure — and not because my compliance officer said I have to. This isn’t just about one bad investment but a cluster, all ...
Our Fund Once Again Underperformed Panopticon Co.
Dear Investor,
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Authors
The writers behind this newsletter.
Fund manager, ex-lawyer, ex-novelist, art collector, writing about investing, marriage, culture, and random topics.
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