by Brian Jacobs | May 21, 2026 | Blog, Investment Concepts
In 1977, the U.S. Senate Select Committee on Nutrition and Human Needs released its Dietary Goals for the United States. The recommendations were straightforward. Eat less fat and replace those calories with carbohydrates. The guidelines were framed as cautious,...
by Brian Jacobs | May 13, 2026 | Blog, Investment Concepts
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current light and refresh it when tastes change. An architect works the structure. Load paths,...
by Brian Jacobs | Apr 27, 2026 | Blog, Investment Concepts
A reporter from Investment News reached out recently to ask about prediction markets after seeing my previous post, Structure Over Bets: How You’re Built Matters More Than What You’re Predicting. Specifically, they wanted to know if prediction markets are a new way to...
by Brian Jacobs | Apr 10, 2026 | Blog, Investment Concepts
Investors constantly ask us about the macro environment. Whether it is a spike in energy prices, a shift in interest rates, or a headline about geopolitical tension, the questions usually follow a familiar pattern: Are you making a bet on this? Are you positioned for...
by Brian Jacobs | Mar 18, 2026 | Blog, Investment Concepts
For years, private credit was the Golden Child of the alternative investment world. It offered higher yields, marketed lower volatility, and pitched a sense of security that public markets couldn’t match. But as the tide goes out, a structural flaw is being...
