

Tech Fatigue, R&D Fever, and Going Nuclear
Most of us have purchased a new car at some point. The leather is tight, engine is responsive, it’s just downright fun to drive. Years...
1 day ago3 min read


A Beautiful Summary
Tax and economic policy can be complex. Let’s simplify some key changes coming our way.
2 days ago3 min read


Tight Labor, Tight Policy, Loose Ends
June 27, 2025 This past weekend wasn’t for the faint of heart. Given the chaos between Iran and Israel many had their head on a swivel...
Jun 272 min read


Everyone Is Selling Something. It Doesn't Mean You Should Be Buying
This Fish Took The Candy This past weekend, coffee in hand, I was reading a recent article by Barry Ritholtz titled “ Don’t Take Candy...
Jun 254 min read


The Emotional Rollercoaster of Loss Aversion: Why Your Brain Hates Losing More Than It Loves Winning
Imagine this: you find a $20 bill on the sidewalk - cue the happy dance. Now, imagine you lose that same $20 bill - cue the existential...
May 113 min read


Losing 50%
Life is full of wins and losses. We win games, we lose bets. We win business and lose our keys. In the world of investing, winning and...
Mar 183 min read


Is America Running Out of Homes? A Loaded Question
Is there a housing shortage? If so, why? There are plenty of answers but nobody seems to agree on one.
Feb 185 min read