IPO Risks, China & Software Margins
This week, we’re highlighting a recent interview with Glenn Hutchins, Co-Founder of Silver Lake, on the evolving impact of artificial…
Is a Roth Conversion Right for You?
Introduction Roth conversions have gained attention as a strategy to reduce taxes in retirement, but they are not a universal…
The Chinese Equity Bull Market Quandary
Our contention in January 2024 was that the Chinese government’s intervention in the stock market was a watershed moment. Up…
The Uncertain Next Chapter for Chip Stocks
For much of the past two years, semiconductor stocks have occupied the center of the market universe. What began as…
The Bull Case for China: The Best Opportunity Right Now?
This week, we’re sharing a recent conversation between Louis-Vincent Gave and Wilfred Frost on The Master Investor Podcast. The discussion…
Inherited IRAs: What Beneficiaries Need to Know
Understanding IRA Beneficiary Rules: What Changed Under the SECURE Act Inheriting an IRA is more complex than it was just…
What is the Market Thinking?
The S&P 500 index has now risen for 12 consecutive days (March 31-April 16, 2026). The 11% gain recorded since…
Investments in Physical AI and Space Accelerate
Hardware has long been venture capital’s ugly duckling. Why? Software has historically offered the cleaner economic model: lower upfront capital…
Market Update – Q2 2026
The Q2 2026 Quarterly Market Update analyzes the far-reaching impacts of the Iran conflict on commodities, equities, and interest rates.…
2026 Washington Tax Update: Estate Tax and New Millionaire Tax
The 2026 Washington state legislative session brought significant tax changes, many of which have now been signed into law by…