Weekly Issue
Mar 17, 2026
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17 min read
We underwrote at $71. Oil hit $100. Here's what that actually means.
Mar 10, 2026
16 min read
The edge that public markets are meant to prevent.
Mar 3, 2026
23 min read
How to make bets with greater upside than downside.
Feb 24, 2026
19 min read
What the private markets are missing.
Feb 17, 2026
20 min read
Here’s what I do differently now.
Feb 10, 2026
How sophisticated investors use debt to control timing, taxes, and opportunity.
Feb 3, 2026
12 min read
Why inflation rewards systems, not headlines
Jan 27, 2026
The two fund designs that keep your capital hard at work
Jan 20, 2026
14 min read
Why coordination (not fundamentals) drives the wildest price swings.
Jan 13, 2026
Early return of capital across deals changes portfolio math
Jan 6, 2026
The stabilization phase will reward investors who design for duration.
Dec 30, 2025
10 min read
Get ready to build your wealth stack.
Dec 23, 2025
Five signals that kept resurfacing as capital moved, cycles turned, and volatility tested portfolios.
Dec 16, 2025
Technology is accelerating. Energy infrastructure isn’t. That’s where returns emerge.
Dec 9, 2025
My 2026 outlook on the correction, the private-market shift, and the ownership wave already unfolding.
Dec 2, 2025
150,000+ investors are shifting from allocation to pacing. See why it changes everything.
Nov 25, 2025
15 min read
Inside: a phased plan for high earners to move wealth out of public markets.
Nov 18, 2025
One asset. Multiple outcomes. The structure you choose determines everything.
Nov 11, 2025
The best opportunities never feel like opportunities in real time.
Oct 28, 2025
The overlooked energy strategy the 1% use to reduce taxes and compound wealth.
Oct 7, 2025
The rejection fueled nearly $1 billion in small business acquisitions.
Sep 23, 2025
13 min read
From stadium blocks to licensing rights, here’s the playbook for accredited investors.
Sep 16, 2025
Most investors are stuck on the 10-year clock. UHNWIs stack faster ones.
Sep 9, 2025
Forget the tickers. The real compounding is in power, property, credit, and factories — and family offices are already there.
Sep 2, 2025
The wealthy cut it. That’s how compounding really works.
