Recent Articles
The Energy Trade-Off
The American economist Thomas Sowell famously said that, in life, “there are no solutions, only trade-offs”. While this is undeniably…
Beyond the Binary: The Dawn of Quantum Computing
Emerging industries often demand a leap of faith from investors — a willingness to believe in what could be. Quantum…
Spilling the Beans
In mid-September, I asked which megatrends will reshape the global economy over the coming decade. Possible answers included the rollout…
529 Plan Changes Under the OBBBA
With the passage of the One Big Beautiful Bill Act (OBBBA), education planning has become more flexible, and potentially more…
Market Update – Q3 2025
The past quarter saw financial markets perform exceptionally well, even as a few cracks began to appear in the broader…
Should I Invest in Bitcoin? (Part II)
In December 2017, we published a newsletter titled “Should I invest in Bitcoin?” At the time, Bitcoin was still a…
Louis Gave Discusses the Gold & AI: Deflationary Boom Ahead with Soar Financially
In this insightful interview on the Soar Financially show, Louis-Vincent Gave breaks down the key forces reshaping the global economy.…
2025 Estate Planning Changes
Estate planning is never a “set it and forget it” exercise, as laws continue to evolve at both the federal and state level.…
Convictions And Concerns
“Those are my principles; and if you don’t like them, well, I have others” —Groucho Marx The summer holidays did…
U.S. Government’s Intel Stake: A Turning Point in Strategic Investing?
The U.S. government’s decision to purchase a nearly 10% stake in Intel for $8.9 billion marks a historic shift in…
The Calculus of Value
By Howard Marks, Oaktree Capital We are presenting a memo from Howard Marks of Oaktree Capital that discusses how investors should think about…
Charitable Giving Changes under the One Big Beautiful Bill Act (OBBBA)
The recently passed One Big Beautiful Bill Act (OBBBA) introduces major changes to the tax treatment of charitable contributions. Starting…