Announcing the merger of Armada + Arialgo
Play Long Term Games with Long Term People. All returns in life come from compound interest. -Naval Ravikant A couple of years ago I wrote about Long…
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My favorite story from the Global Financial Crisis is about a risk model, because I am a nerd that way. But it captures the whole thing, it captures all…
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If you are here for BREIT analysis, hang in there, it’s coming. Since my day job involves managing a REIT ETF (which, btw, was launched specifically in…
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Bet you thought REITs were boring. Don’t worry, we all did. But they aren’t boring anymore, and unfortunately, for all the wrong reasons. Earlier this…
It’s late at night, or early morning, I can’t tell. I’m tired but I’m not getting any sleep. No point in trying. My bloodshot eyes are darting back and…
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I’m going to sell you a narrative: Stocks tend to go up over the long term. Sure there is volatility in the short term, but over the long term you are…
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“A second chance doesn’t mean anything if you didn’t learn from your first.” Anurag Prakash Ray The story of Exponential ETFs was cut short. I’ve talked…
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