Investments

July 11th, 2025 A few weeks ago, I was walking through Central Park with a childhood friend who now leads macro strategy at a top hedge...

June 25th, 2025: The market is rising, but under the surface, not everything is as strong as it seems. We’re seeing leadership from a few...

There’s a moment in every investor’s life when the market punches you in the face. Hard. For me, one of those moments came in early April...

A Story About Finding SoFi (SOFI) On June 5, 2025 I was doing what I do regularly—scanning the market. I wasn’t chasing headlines or...

June 10, 2025 Last Tuesday, I came across something interesting—Marvell Technology, or MRVL for short, had just formed what looked like a...

Over the past few years, private credit has moved from the periphery to the heart of institutional portfolios . It's being pitched...

When I help families and institutions construct long-term portfolios, I often refer back to the Yale Endowment as a foundational model....

When it comes to assessing the financial health of a company, Warren Buffett has a straightforward, no-nonsense approach. He looks for...