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Hubris, Revisited
When your strengths are also your weaknesses
Mar 30
4
Shuffle
I try not to take weeks off, but given tech snafus and a late return from a week away, I am too lazy to put something serious together for my Monday…
Mar 23
3
Unexpected
Sometimes things don’t go as you plan.
Mar 16
4
1
Take my money and lie to me... again (now with NEW shenanigans!)
This will be the third time I’ve written specifically about private assets under the “take my money and lie to me” title, and honestly, I wish I didn’t…
Mar 9
11
Reading catchup
Trying something a little different this week.
Mar 2
6
1
February 2026
Invest in the heroes. Build your empire.
Why you should ignore the investment suits.
Feb 23
8
How to be rich
I work with a lot of people who have come into massive liquid wealth for the first time in their life.
Feb 16
13
1
1
Shh! It's the investment of a lifetime!
Imagine you just found the world’s best investment.
Feb 9
14
“Lying a little bit to make the money come in”
I’ve written in the past on the difference between public and private investment valuation, and how the lack of a daily mark to market “smoothes…
Feb 2
6
1
January 2026
Checklist Series, Part 15: ESG, SRI, WTF?
Investment strategy clouded by idealism
Jan 26
1
Money laundering as the key to success
When all the news is bad, maybe it's time to buy
Jan 19
6
1
Measuring progress, defining success
What if the way we are measuring economic progress is leading us down the wrong road?
Jan 12
9
1
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