Moderately important new disclosures
Some relevant disclosure to consider as you read future posts.
1 min read
NoBull Klev
NoBull Klev is the Kustodian of the OPM brand. He is the first and only frontstabber on Bay Street. All others are either backstabbers or, worse yet, nonstabbers. You can read NoBull Klev's most personal thoughts in this section.
20 postsConsider being an a**hole, on the importance of being a PIMPP™ and not a simp
Illuminati-grade strategic advice.
6 min read
That time I was a teenager adulting on Bay Street
This is the story of my very first job on Bay Street. I also recount some tricky situations I navigated as an attractive, vulnerable teenager living in the big city for the first time, desperate to be taken advantage of.
7 min read
I have an ethnic middle name
My most personal post, featuring Sir Christopher Ondaatje, Ian Joseph, Roy Ratnavel and last but not least, Pocahontas.
5 min read
The State of Alpha Delusion! How to keep the faith
The State of Alpha Delusion (SAD!) is strong.
4 min read
That time I met John Wilson, now of Ninepoint Partners
John Wilson is not a fan of this blog. Sad!
3 min read
Introducing the OPM Flaccid Manager Exchange
OPM Flaccid Manager Exchange is the Ebay for sub-scale or retiring asset managers. Surrender your flaccid money management business to Bay Street's only Frontstabber!
2 min read
OPM Wire pardons Raj Rajaratnam - Insider trading officially de-stigmatized
This post is really weird!
4 min read
That time I phoned Black Swan author Nassim Nicholas Taleb
Despite recent developments, I will focus on my niche of telling you about
things that happened 15 years ago. Around
6 min read
I once had a way better deal than Mike Katchen and Power...but I totally blew it
So earlier this year, Wealthsimple founder Mike Katchen told his life story in a
60 second TV spot. As a
7 min read
The nature of the Portfolio Manager - Analyst relationship
I wrote this essay on the true nature of the analyst’s role when they work for a
portfolio manager.
6 min read
That time I met Brian Chapman of Clearwater Capital
Brian Chapman is an under-the-radar investment wizard.
4 min read