The 700 Billion Audit By Evan Coffey on May 7, 2026May 7, 2026 Understanding the Scale Last week five of the biggest names in technology released their latest quarterly earnings results and while… Read More
Long May You Run By Eric Parnell, CFA on May 1, 2026May 1, 2026 “Long may you run, long may you run, Although these changes have come, With your chrome heart shining in the… Read More
Interval Fund: The Perfect Structure for Private Credit By Eric Hough on April 22, 2026April 23, 2026 “Breathe”. Past events, uncertainty, information overload, misinformation, perceived risks are a few catalysts that evoke the human response of fear… Read More
In Bloom By Eric Parnell, CFA on April 17, 2026April 17, 2026 “And I say he’s the one Who likes all our pretty songs And he likes to sing along And he… Read More
Two Acts, One Quarter – The Story of Q1 By Evan Coffey on April 8, 2026 The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The… Read More
Something in the Orange By Eric Parnell, CFA on March 30, 2026March 30, 2026 “It’ll be fine by dusk light, I’m tellin’ you baby, These things eat at your bones and drive your mind crazy.“ –… Read More
Masters of War By Eric Parnell, CFA on March 13, 2026March 13, 2026 “Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You… Read More
Seasons By Eric Parnell, CFA on March 11, 2026March 12, 2026 “Summer nights and long warm days , Are stolen as the old moon falls, And my mirror shows another face, Another place to… Read More
Epic Fury By Evan Coffey on March 4, 2026March 4, 2026 Over the weekend, the United States and Israel launched Operation Epic Fury, which involved hundreds of U.S. and Israeli aircraft… Read More
All The World’s A Stage By Eric Parnell, CFA on February 19, 2026February 19, 2026 “All the world’s a stage, And all the men and women merely players; They have their exits and their entrances; And one man… Read More
Mr. Brightside By Eric Parnell, CFA on February 12, 2026February 12, 2026 “Open up my eager eyes ‘Cause I’m Mr. Brightside” –Mr. Brightside, The Killers, 2003 I keep hearing all of this… Read More
Olympic Metals By Evan Coffey on February 4, 2026February 4, 2026 The Winter Olympics open this week in Milan, a global showcase of discipline, precision, and marginal gains measured in hundredths… Read More