What Washington’s Three New Taxes Mean for Your Next Liquidity Event
Washington used to be simple, at least on the tax front. No income tax, no estate tax to speak of,…
Data Center Power, Land, and Opposition
This week, we’re highlighting a video featuring Graham Williams, President of Tract and Senior Managing Director at Tract Capital, on…
Update: How to Open and Manage a Trump Account
Since our original post on January 8, 2026, the IRS and Treasury have released more details on the enrollment and…
Important Recent Developments
A quick glance at financial markets would seem to indicate that everyone has taken a month off to watch the…
Market Update – Q3 2026
This quarter’s rally didn’t come from where you’d expect. After AI-driven mega-cap stocks powered much of the last two years’…
5 Observations on the Job Market
Data on the health of the job market is one of the most important inputs for understanding the economy. It…
Gerry Cardinale on Sports, Media, and Investing
This week, we’re highlighting a recent interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the evolving…
Proactively Avoiding Medicare Mistakes
Medicare is the federal health insurance program available to Americans at age 65, covering a range of medical services from…
Demand And Supply Of Money
It was Senator Everett Dirksen, a Senate minority leader in the 1960s, who, speaking of federal government spending, famously quipped,…
Markets Brace for a Wave of Mega IPOs
SpaceX, OpenAI, and Anthropic are turning what had been a cautious IPO recovery into a direct test of public-market appetite…