In the arcane world of private market investing, a new generation of platform technology is making it easier for wealth […]

AI is in the in the early innings of being applied to mainstream businesses, creating operating efficiencies and transforming tech […]

Investors have been waiting for months, even years, to “pivot” to away from “big tech”, especially the MAG7.  And perhaps […]

Wow, that took a while. From consumers’ perspective, there was favorable news on Thursday morning as CPI declined by 0.1% […]

As we were releasing our blog on Friday, we received new consumer sentiment information from the latest University of Michigan […]

Yesterday, we had an interesting day in terms of new economic and monetary data points.  For the second month in […]

A new partnership between Capital Group and KKR will launch a series of (so-called) hybrid funds investing in both public […]

Last week, at the Milken Institute, we had lunch with one of the most prominent hedge fund managers of our […]

No matter how long the track record, don’t fall into the trap of overvaluing a dividend for its own sake, […]

Came across this video of Warren Buffet and Charlie Munger discussing diversification. In a nutshell,  “diversification, as practice, generally makes […]