The Battle for Search Supremacy
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
Soundings
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All Posts
- All Posts
- AI
- Alternative Investments
- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
- Hedge Funds
- Impact
- Inflation
- Investing
- IPOs
- Macroeconomics
- Market Commentary
- Market Concentration
- Market Conditions
- Oil Prices
- Private Credit
- Private Equity
- Tide Cycle Updates
- U.S. Dollar
Red White & Blue
July 2026
Marking 250 years since independence, with a nod to Portsmouth's own long history and an Adams letter for the ages.
Growth
June 2026
Growth stocks are wobbling after years of AI-fueled outperformance. Three charts from Apollo show rising tech volatility, a valuation premium for non-earners, and how narrow this year's rally really is.
MANGOS
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Decoupling
June 2026
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.
Magnifica Humanitas
May 2026
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Smooth Seas
May 2026
Teaching a teenager to drive becomes a lens on decades of market crises and the value of staying calm through them.
The Fed
May 2026
A new Fed Chair takes over. What changes, what doesn't, and why independence still matters most.
Planes, Trains and Automobiles
May 2026
The Iran war exposes a hidden fuel divide — and an airline goes under as a result.
Canaries
April 2026
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.
Integrity
April 2026
Why a credible, well-regulated market is worth more than investors often realize — until it's gone.
Liquidity
April 2026
Gold's sharp sell-off reveals an underappreciated truth: liquidity is only valued once it's scarce.
Democratizing Private Equity – Part II
March 2026
BDCs, evergreen funds, and the push to open alternatives to more investors — at what cost?
Democratizing Private Equity – Part I
March 2026
What Yale's legendary endowment run under David Swensen still teaches about private equity investing.
Watching the Lights Turn Red
March 2026
Conflict in the Middle East pushes oil and gas higher — a region-by-region look at who's exposed.
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