Aug 17, 2026
โข
4 min read
A weird year + whatโs next for me/this newsletter
Jul 26, 2026
3 min read
My take on private investments
Jul 22, 2026
On the broadening trade, and if this bull is finally breathing
Jul 6, 2026
Americans' risk appetite, and why I'm still invested
Jul 1, 2026
Investing in Corporate Americaโs hot streak
Jun 23, 2026
Kevin Warsh: a man of few words
Jun 15, 2026
How hot is inflation, really?
Jun 9, 2026
SpaceX and the danger of too much stock issuance
May 27, 2026
6 min read
Why AI will never replace good research
Apr 6, 2026
8 min read
Record trading in leveraged funds & good trades vs. good theories
Mar 3, 2026
The affordability crisis vs. the $90 trillion wealth transfer
Feb 26, 2026
7 min read
...and the most important money lesson I'll give them