I watched two Chinese films recently: Dear You and Once Upon a Time in the Middle East. Different stories. Both worth the time. Bond yields were jumping around, so stepping away from the screens felt good. There is only so much market drama one can take in a day. Then I came back to the…

Some investors have come to me lately with the same request. Sell my other profitable investments, I need cash. They put too much into private equity. Now they cannot get out of it and capital keeps being called. So the problem is real. I have seen it up close. The cure, I’m not so sure….