I Just Spoke to Someone With a $20M Portfolio i...
I just spoke to someone with a $20m portfolio. All in one stock… What are we doing here people That’s it for this post.
I Just Spoke to Someone With a $20M Portfolio i...
I just spoke to someone with a $20m portfolio. All in one stock… What are we doing here people That’s it for this post.
I Worked at PIMCO. Your Financial Advisor Is No...
I always laugh at financial advisors who make this mistake There’s a big difference between a financial advisor and a portfolio manager - and it matters. I worked at PIMCO,...
I Worked at PIMCO. Your Financial Advisor Is No...
I always laugh at financial advisors who make this mistake There’s a big difference between a financial advisor and a portfolio manager - and it matters. I worked at PIMCO,...
You Can Be More, But You’re Enough Already
Sharing some Chris Williamson‑inspired thoughts today. In a clip, he asks how many men have heard something like: “You’re going to be great… but you don’t need to be.” A...
You Can Be More, But You’re Enough Already
Sharing some Chris Williamson‑inspired thoughts today. In a clip, he asks how many men have heard something like: “You’re going to be great… but you don’t need to be.” A...
Stop Asking This Question
Some people reach out and their first question is: “What kind of returns can you get me?” I always have to start by explaining that investing is inherently uncertain. What...
Stop Asking This Question
Some people reach out and their first question is: “What kind of returns can you get me?” I always have to start by explaining that investing is inherently uncertain. What...
Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...
Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...
What Q1 2026 Really Taught Us About Private Cre...
This is how awful private credit was in Q1… It outperformed all major public credit indices. Despite all the media hysteria around private credit earlier this year, the reality is...
What Q1 2026 Really Taught Us About Private Cre...
This is how awful private credit was in Q1… It outperformed all major public credit indices. Despite all the media hysteria around private credit earlier this year, the reality is...