4 min read
Michael Miller: Oct 9, 2025 9:45:00 AM
Every few decades, markets find a story too powerful to ignore. Railways, the internet, crypto…and now AI. The overarching question investors keep...
2 min read
Michael Miller: Aug 26, 2025 11:32:14 AM
Last week, a longstanding foundation’s Investment Committee met to weigh a stark choice: Should they continue as a perpetual foundation, or spend...
3 min read
Michael Miller: Jun 9, 2025 12:00:00 PM
When leadership narrows and a few dominant names drive the gains, it's rarely a sign of strength. Rallies built on concentration often reflect habit,...
2 min read
Michael Miller: Jun 1, 2025 4:15:00 PM
Or Just Drowned Out by a Better Story?
3 min read
Michael Miller: Mar 21, 2024 1:18:47 PM
Generally speaking, only time and the relative calm between major crises allow us to gain a reasonable sense of the truth. Currently, in assessing...
