Congratulations, Now What?

June 8, 2026

Late May and early June is the “Commencement Season,” when millions begin a new stage of life that is focused on launching careers. It’s cliche for blogs like this to offer a version of a commencement speech, full of pithy…

A Report from Cuba

June 1, 2026

Two months ago, I traveled to Cuba with three others on a mission trip to deliver basic medical aid—ibuprofen, vitamins, bandages, and water filters—and gain an understanding of what it’s like traveling to Cuba because we intend to return with…

Berkshire Hathaway – Still Long Term

May 26, 2026

Every Annual Meeting of Berkshire Hathaway shareholders promotes reflection. This year was no different. In fact, Berkshire’s transition to the leadership of Greg Abel made this year’s meeting even more closely watched. My overall takeaway from the Annual Meeting was…

Confidence Without Consequences

May 18, 2026

AI has quickly become one of the most popular sources of financial guidance, and the shift happened almost overnight. According to an Intuit Credit Karma survey, two-thirds of Americans who have used generative AI say they have turned to it…

Investing in an Age of Prediction Overload

May 11, 2026

“Wall Street Expects the Market to Keep Rallying in 2026 Despite Lofty Valuations.” “Oil Prices and Stocks Inch Up as Investors Weigh Jobs Data and Gulf Stalemate.”  “A.I. Populism Is Here. And No One Is Ready.” The financial media is…