Priced Before Proven By Evan Coffey on August 3, 2026August 14, 2026 By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a… Read More
Back to Earth By Eric Parnell, CFA on July 16, 2026October 6, 2026 “Every time we fall to pieces we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That… Read More
The Memory Squeeze By Evan Coffey on July 8, 2026October 6, 2026 The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering… Read More
The Bounce By Eric Parnell, CFA on June 12, 2026June 12, 2026 Point out the bounce And show you how to get this dough in Large amounts ’til it’s hard to count” — The Bounce,… Read More
Avoiding the Fate of the Dinosaurs By Evan Coffey on June 4, 2026October 6, 2026 For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half… Read More
The Power By Eric Parnell, CFA on May 28, 2026October 6, 2026 “It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way… Read More
The 700 Billion Audit By Evan Coffey on May 7, 2026October 6, 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, 2026October 6, 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, 2026October 6, 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, 2026October 6, 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, 2026October 6, 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, 2026October 6, 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