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Jonathan Goldberg: September 3, 2026
Why It Matters If Big Tech's Record Profits Are Natty Or Not Price-to-earnings ratios, revenue growth rates, operating margins, free cash flow,...
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Geopolitical Entanglement, Unpriced Risk, and the Temptation of Comfortable Fictions
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Investment Oversight · Manager Research When to Exit A Framework for Manager Termination Decisions The hardest termination decisions are not the...
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Kyle Marmelstein: June 4, 2026
There are currently more than 60 armed global conflicts around the world, the most of any period since World War II, most recently punctuated by the...
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At the 2026 World Economic Forum in Davos, President Donald Trump delivered one of the most unusual addresses the gathering had seen in decades. In...