Recent Articles
What Really Matters?
By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial…
Unicorns Surprise Despite Slowdown in Activity
Over the past four years, we’ve published a popular series highlighting a handful of Initial Public Offerings (IPOs) for investors…
The FTX Bezzle
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period…
Are Markets Right About Inflation?
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular…
Was That The Whale?
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an…
Lessons From a16z
Introduction It’s easy to forget how quickly technology has advanced over the last 15-20 years. In 2006, a small Silicon…
The Which-Doctor Is In…
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most…
How and Why to Freeze Your Credit
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name.…
The Questions that Matter
By Louis-Vincent Gave Heading into the Jackson Hole symposium, investors are waiting with bated breath on the prepared remarks of…
Reviewing IRA Beneficiaries
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated,…
Muddy Waters
Tensions between the United States and China continued to rachet higher this week as House Speaker Nancy Pelosi visited Taiwan…
Self-Sustainability is the New Black
Quote: “Today is a sad day at [MasterClass]. I made the really hard decision to reduce our team by 20%…