Recent Articles
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…
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…