Tax

Gerry Cardinale on Sports, Media, and Investing

This week, we’re highlighting a recent interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the evolving…

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Proactively Avoiding Medicare Mistakes

Medicare is the federal health insurance program available to Americans at age 65, covering a range of medical services from…

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Demand And Supply Of Money

It was Senator Everett Dirksen, a Senate minority leader in the 1960s, who, speaking of federal government spending, famously quipped,…

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Markets Brace for a Wave of Mega IPOs

SpaceX, OpenAI, and Anthropic are turning what had been a cautious IPO recovery into a direct test of public-market appetite…

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IPO Risks, China & Software Margins

This week, we’re highlighting a recent interview with Glenn Hutchins, Co-Founder of Silver Lake, on the evolving impact of artificial…

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Is a Roth Conversion Right for You?

Introduction  Roth conversions have gained attention as a strategy to reduce taxes in retirement, but they are not a universal…

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The Chinese Equity Bull Market Quandary

Our contention in January 2024 was that the Chinese government’s intervention in the stock market was a watershed moment. Up…

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The Uncertain Next Chapter for Chip Stocks

For much of the past two years, semiconductor stocks have occupied the center of the market universe. What began as…

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The Bull Case for China: The Best Opportunity Right Now?

This week, we’re sharing a recent conversation between Louis-Vincent Gave and Wilfred Frost on The Master Investor Podcast. The discussion…

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Inherited IRAs: What Beneficiaries Need to Know  

Understanding IRA Beneficiary Rules: What Changed Under the SECURE Act   Inheriting an IRA is more complex than it was just…

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What is the Market Thinking?

The S&P 500 index has now risen for 12 consecutive days (March 31-April 16, 2026). The 11% gain recorded since…

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Investments in Physical AI and Space Accelerate

Hardware has long been venture capital’s ugly duckling. Why? Software has historically offered the cleaner economic model: lower upfront capital…

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