I have never had an Instagram account. Even the Facebook profile I recently deleted was created a couple of years ago for a club registration I barely remember. TikTok? That was never part of my world. Unlike many in today’s hyper-edited world, I have never felt the urge to tweak my appearance with filters, apps,…
Survey Monday
Private equity has long been marketed as a source of uncorrelated returns, access to exclusive deals, and a powerful tool for portfolio diversification. With rising interest from retail and institutional investors alike, one question is becoming increasingly important: Is private equity still delivering on its promise, or has the buzz outpaced the fundamentals? I would…
More plot twists than a summer blockbuster
I’m doing my best to get better every day. Well, I have been reading more half-yearly economic and market reports than summer blockbusters. Frankly, some of these reports have just as much suspense, drama, and unexpected plot twists though with fewer explosions and better charts. Despite a steady drumbeat of geopolitical tension, looming tariff cliffs,…
Teamwork makes the dream work
Lately, I have been meeting with individuals who could be the right fit for our growing team specifically those who would rather spend their time engaging with people than wrestling with spreadsheets or market charts. In short, I’m looking for partners with natural communicators who enjoy prospecting and building relationships. The idea is simple. While…
Diversification is survival
As governments around the world spiral deeper into debt and inflation shifts from an economic glitch to an official policy tool, trust in fiat currencies is eroding at record speed. Central banks, once the guardians of monetary discipline, now seem more like overindulgent enablers of runaway spending. Their credibility? Fading fast. Over dinner recently, a…