3 min read
DOES CHINA HAVE ITS SWAGGER BACK?
Michael Miller: Nov 11, 2025 11:26:02 AM
Notes from Hong Kong on Travel, Momentum, and What Might Be Shifting
SUSTAINABLE RETURNS
4 min read
THINKING STRAIGHT ABOUT AI
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
COWARDS
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...
2 min read
BEYOND THE BENCHMARK: THE HUMAN TOLL OF SHORT-TERM THINKING
Michael Miller: Mar 6, 2025 12:30:00 AM
I've spent a fair share of my entire career guiding mission-driven non-profits on aligning their investments with their core values, ensuring that...