Long Form Writing
A De-REITing Business Model (1/23)
So What’s The Deal with Apollo’s AAA (11/22)
Boaz’s Curious Lure of Fat Dividends (10/22)
CLOs for the Little Guy (9/22)
MFIC, Midcap, and Woodmont (8/22)
Personal Journal Style Writing (Inclusive of Long Form)
- 1Q24 Summary
- A Quick Base Hit
- Fireworks or Steady Calm?
- 4Q23 Summary
- House of Brindle
- 3Q23 Summary
- Ignore the Past
- Sifting Through the Pile
- Buying The Unknown
- Changing the Rules
- Review of a Past Decision
- Future Fallacy
- 2Q23 Summary
- Home Purchase Post-Mortem
- Byproduct of Yield Prioritization
- Private Credit: The Answer to All Problems
- The Plight of the Millennial Homebuyer
- Down Under, Portuguese Edition
- More M&A
- Post Mortem(s)
- The Portcos Are Alright
- On Finding Passion
- Puttering Around
- Money Is In The Tails
- Investment Decisions Are Like Snowflakes
- 1Q23 Summary
- The Unknown Unknowns
- A Look In The Mirror
- Prepare The Umbrella Before It Rains
- Bridgewater Update
- Narrative vs Data: Buffett Edition
- Deal With the Devil
- A De-REITing Business Model
- A Look Forward to 2023
- Is SPG a Monster?
- So What’s The Deal With Apollo’s AAA?
- The Best Charts
- Don’t Buy The Dip – China Edition
- Boaz’s Curious Lure of Fat Dividends
- Market Carnage Check-In
- The Issue with Dividend Focused Equities
- CLOs for the Little Guy
- An Investment’s Bias to The Chaos Factor
- Gobbled Up More Leveraged Credit
- Future Defaults in Leveraged Loans
- Cleaning Signal and Reaching for Why
- The Credit Daisy Chain
- MFIC, MidCap, and Woodmont
- CLO Rabbit Hole
- The More Time that Passes, the More the Spark of Something Amazing Fades, and the Better the Investing Gets
- Credit Recovery
- Athene and Global Atlantic
- First Half Alts Performance
- Carlyle Falling
- Pioneering Portfolio Management 2
- Jobs Jobs Jobs
- What Recession? Earnings Edition
- Take-Under
- More Bridgewater
- Up The Quality Curve
- One Door Closes
- Kashkari Wrench Throwing
- Ares / Ladder Commentary
- Locked Financing Markets
- A Good Day for a Hike
- The Big House
- Canyon POV
- Life Comes at You Fast
- More Oaktree
- Rate of Change
- True Value
- Good Yield vs Fool’s Yield
- Peak Prices?
- EU Asset Ramp
- New Allocation
- Asset Liability Management
- Strike Zone / Twitter
- Rate Expectations Update
- Housing, Man
- Some IG Credit
- Sri Lanka Unwind
- Is It Working?
- 1H 2022 Prints
- Incompetence
- The Turn
- HY Spreads
- Go Forward Returns
- Yield Hogging
- More Crypto Insolvency
- State of Credit
- Vultures Gobble
- Cash is Not Trash
- JXN Examined
- Passed to the States
- Bye Chi
- Deeply Insolvent
- Snake Oil
- Sleeping Giant?
- Mile Wide
- KKR Mid Year Update