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Jul 2, 2023

AI Money is Heat-Seeking

Jul 2, 2023

Money is heat-seeking. This principle drives momentum investing. Ignore it, or worse, fight it at your peril.

Jul 2, 2023

May 14, 2023

The 6-Month Chief Operating Officer

May 14, 2023

A 6 month COO at an earlier stage will increase your probability of success, build alignment and make scaling smoother.

May 14, 2023

Apr 30, 2023

Calm Before the Storm

Apr 30, 2023

It appears we are heading into recession, yet many who run businesses tell me things are fine.

Apr 30, 2023

Apr 2, 2023

Truth or Narrative? What matters most in markets?

Apr 2, 2023

Truth or narrative, which will drive markets?

Apr 2, 2023

Mar 26, 2023

Where to now? Banks, Fed, Markets...

Mar 26, 2023

Investor focus turned to inflation and the Fed, and we were dealt a twist in the form of SVB (Silicon Valley Bank's failure) and it's implications for regional banks as a whole.

Mar 26, 2023

Mar 19, 2023

Bonds are Boring...until they're exposed as the central suspect in multiple financial murders

Mar 19, 2023

Credit cycles drive economic cycles, and bonds' relation to the current banking crisis. Know bonds and you can read the tea leaves for the economy, markets, and our collective financial future.

Mar 19, 2023