Recent Articles
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…
Value in a Sea of Risk
A cynic, wrote Oscar Wilde in Lady Windermere’s Fan, is someone who “knows the price of everything but the value…
What to Make of all the Money Flowing into AI
It’s amazing how quickly tides change. After ChatGPT was released in November 2022, Artificial Intelligence (AI) became the rage. To…
Managing Concentrated Positions with Options Strategies
Many investors accumulate a substantial portion of their stock portfolio in a single company, often through executive compensation, inheritance, or a long-term investment in…
Where Will The Excess Dollars Go?
The US runs twin deficits of 10-11% of GDP; roughly 6.5% of GDP on the budget deficit, and almost 4%…
How the “One Big Beautiful Bill Act” Could Affect Your Taxes: Key Highlights from the 2025 Reform
In 2025, Congress passed one of the most sweeping tax reforms in recent memory: the One Big Beautiful Bill Act…