2026

Beware the Messengers

July 27, 2026

The World Cup circus has left town. The tournament organizers, FIFA, are back in Switzerland, breathlessly counting their money. The US sports world has effortlessly resumed its normal routine, with little to show for the four-yearly competition that rocks the…

The Return of Liquidity in Real Estate

July 21, 2026

For the first time in several years, commercial real estate investors are operating in an environment where capital availability appears to be improving rather than deteriorating. While elevated interest rates and macroeconomic uncertainty continue to create challenges, debt and equity…

Railroads and the Gilded Age of Artificial Intelligence

July 13, 2026

Signs of the artificial intelligence revolution are becoming part of everyday life. AI now summarizes meetings, drafts emails, recommends what we watch and buy, improves smartphone photos, flags credit card fraud, routes deliveries, answers customer service questions, and more. Driverless…

Free Hugs

July 6, 2026

Like many, my Fourth of July celebrations included reflecting on the ideals of liberty, opportunity, and self-government that bind us together as Americans. Inevitably, these reflections led me to lament the political disagreements that appear to have become more personal…

1776 to 2026: A 250-Year Work in Progress

June 29, 2026

We will celebrate our country’s 250 years of existence this week. The celebrations will include spectacular displays of fireworks across the country from major cities to backyards in rural towns. The night sky will be lit up by Saturn Missiles…

Singapore: The City‑State That Became a Corporation

June 22, 2026

The last time I visited Singapore was in 1977, and returning today feels like stepping into an entirely different world. The small, humid trading post I remember has transformed into one of the most efficient, orderly, and economically disciplined societies…

Several Dozen Specials and Counting

June 15, 2026

My family loves going out for Mexican food. Living in Atlanta offers a wide range of options, from the faded place with vinyl booths where the salsa arrives before you sit down to newer concepts that lean considerably more Tex…

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…