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...
by JD Gardner | Mar 3, 2026 | Investment Concepts
Technology is deflationary. While we have views you could argue with, this isn’t one of them. For example, the flat-screen TV you bought for $3,000 twenty years ago now costs $300 at Walmart. If left to their own devices, competitive markets lead to more productivity...
by Brian Jacobs | Feb 27, 2026 | Blog, Investment Concepts
With trillions of dollars currently sitting in money market funds, many investors are asking: “Is there a better way to earn a return without the stomach-churning volatility of the stock market?” A recent article from InvestmentNews highlights a growing trend: wealth...
