Las Cucarachas
February 2026
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
Soundings
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Gold Math
February 2026
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.
Uncorrelated
January 2026
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.
A Contrarian Trade?
January 2026
Climate risk hasn't gone away just because "ESG" has fallen out of fashion. A response to a widely-read NYT piece.
Woe is Me
January 2026
Skipping the annual list of risks for something rarer: real reasons for optimism heading into the new year.
Investing for Impact
January 2026
Why family offices are poised to lead a new wave of values-aligned investing in the years ahead.
The MANIAC
December 2025
John von Neumann's staggering legacy — and an unsettling parallel to today's AI race.
Total Portfolio Approach
December 2025
A challenger to traditional asset allocation gains ground. What it asks of governance and structure.
Thanksgiving
November 2025
"The root of joy is gratefulness...It is not joy that makes us grateful; it is gratitude that makes us joyful.” ― David Steindl-Ras
The Rising Tide
November 2025
Bonds are having their best year since 2020 — but the reward for active risk-taking has rarely been thinner.
How Many Lightbulbs Does It Take to Power AI?
November 2025
What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.
The Future is Female
November 2025
Trillions in wealth are set to pass to women first. Are advisers ready to meet them where they are?
Concentration – Part Deux (et Trois)
October 2025
Index funds now own half the market. A closer look at what that concentration really means.
How We Do It
October 2025
A behind-the-scenes look at the Monday meeting that shapes every one of these posts.
Calling a Spade a Spade
September 2025
Why Microsoft can borrow more cheaply than the U.S. government — and what that says about credit and trust.
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