We’re Selling SpaceX, OpenAI, and Anthropic Aft...
We’ll be selling our shares in these companies after IPO - for tax-free gains. We’ve been invested in SpaceX, OpenAI, and Anthropic for some time, and the growth has been...
We’re Selling SpaceX, OpenAI, and Anthropic Aft...
We’ll be selling our shares in these companies after IPO - for tax-free gains. We’ve been invested in SpaceX, OpenAI, and Anthropic for some time, and the growth has been...
Why AirTrunk Is Our Best “Risk‑Adjusted” AI Inv...
When people ask what I think our best investment is, I usually say AirTrunk. (And “best” to me is a risk-adjusted expected return profile) This gigantic platform sits right at...
Why AirTrunk Is Our Best “Risk‑Adjusted” AI Inv...
When people ask what I think our best investment is, I usually say AirTrunk. (And “best” to me is a risk-adjusted expected return profile) This gigantic platform sits right at...
How to Borrow Against Your Portfolio More Effic...
Most wealthy families are borrowing the wrong way.If you have a $5M+ portfolio and you’re using:• Margin loans• Securities-backed lines of credit (SBLOCs)• Or selling appreciated stock to raise cash…there...
How to Borrow Against Your Portfolio More Effic...
Most wealthy families are borrowing the wrong way.If you have a $5M+ portfolio and you’re using:• Margin loans• Securities-backed lines of credit (SBLOCs)• Or selling appreciated stock to raise cash…there...
How Founders Can Potentially Turn the QSBS Exem...
One of my favorite nuggets from the conference last week was how you can potentially push the QSBS exemption far beyond $15 million through effective basis planning. This post assumes...
How Founders Can Potentially Turn the QSBS Exem...
One of my favorite nuggets from the conference last week was how you can potentially push the QSBS exemption far beyond $15 million through effective basis planning. This post assumes...
When “Stocks Always Go Up” Fails: A Brief Histo...
Stocks always go up Except when they don’t. And not just for a quarter or two – sometimes for decades, and sometimes permanently in real terms. A few reminders: Germany,...
When “Stocks Always Go Up” Fails: A Brief Histo...
Stocks always go up Except when they don’t. And not just for a quarter or two – sometimes for decades, and sometimes permanently in real terms. A few reminders: Germany,...
The Secret to Creating Synthetic Equity
Here’s how you borrow money from the government for free. If you can avoid, reduce, or defer taxes, it’s essentially an interest‑free loan from the government that you get to invest. I call...
The Secret to Creating Synthetic Equity
Here’s how you borrow money from the government for free. If you can avoid, reduce, or defer taxes, it’s essentially an interest‑free loan from the government that you get to invest. I call...