A New Adventure Begins

Why I am so excited to be joining All Star Charts

I was excited last week to announce that I have joined All Star Charts, collaborating with JC & the rest of team to provide important perspective about the market.

JC & I have known each other for a few years. We've had conversations and we've bounced ideas off each other. We've shared some of those publicly, including a conversation about market breadth (the two of us and our colleague Steve Strazza (@sstrazza), as well as Andrew Thrasher (@AndrewThrasher) and Mike Hurley) this past summer. We had a great time with it - see for yourself right here.

Little did I know at the time that within a few months we would be having more substantive conversations about what collaboration could look like. I won't bog this down with all the details*, but after a couple of messages and a few more conversations, it became quite clear to me that this was definitely a partnership worth pursuing.

So what does this new adventure look like?

There are a few critical elements that I am particularly excited about.

First, I have the opportunity to share the perspective & approach that I've developed on a new platform with a new audience. This means taking a critical look at what I have been doing and expanding or pruning as necessary. This is a tremendous opportunity for growth, forging new relationships with new colleagues & clients and strengthening relationships with old friends.

Second, its a chance to be collaborator with and a mentor for a team of incredibly bright and engaged individuals from around the world who are learning about the market and sharing what they are seeing. The process of getting to views we want to share can be as important as the view itself. While our clients will be benefit from what comes of these conversations, we will be benefiting from the conversations themselves (and indeed we already are).

Finally, and maybe the most challenging (that is, opportunity-filled) part for me, is thinking about new and innovative ways of relaying our views and perspectives. I've been labelled an old-timer - but hopefully that is more due to accumulated experience than an inability to adapt. Having the right message doesn't matter if it doesn't break through the noise. We are actively thinking about new ways to visualize what we are seeing and to communicate what is important. This isn't about just getting the messaging right - this about using our unbiased and independent voice to creatively present important perspectives on risk & opportunity.

The fun part and great news is that all this is already bearing fruit. The latest look at the weight of the evidence is a great example:

This is only the beginning. The best part of this adventure lies ahead.

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*It's a pretty good story actually, but one that is probably best relayed in an in-person conversation, probably over a morning cup of coffee or an evening glass of whiskey.