2026

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…

The CRE Reset: Where Price Discovery Is Finally Happening

May 4, 2026

For the past two years, commercial real estate has existed in an uncomfortable limbo. Interest rates reset quickly, property values did not, and transaction volume collapsed as buyers and sellers stared at one another across an unbridgeable pricing gap. Today,…

Ticketing Monopoly

April 27, 2026

Recently, a federal jury in New York decided that Live Nation Entertainment, the parent company of Ticketmaster, has been operating as an illegal monopoly. The verdict found that the global and most famous ticketing company has abused its dominance in…

What’s Faster Than “Hyper”?

April 20, 2026

Over the past couple of years, it has seemed difficult to find business headlines that do not reference terms like “agentic AI,” “AI-driven workflow automation,” and “multi-hundred-billion-dollar hardware deal announced.” As the torrent of new information regarding AI model capabilities…

My Old Country is Fading

April 13, 2026

I emigrated from the UK to the US in 1996. Since then, my country of birth has changed, as have I. My visits to my old country usually make me feel like the old cliché: “a stranger in my own…

Left Behind: The Story of a Tennessee Mountain Town

April 6, 2026

I recently spent a weekend with a friend in Mountain City, Tennessee, a small Appalachian town at 2,400 feet, surrounded by stunning mountain ridges and good people. It is a town that has been losing its economic footing for decades.…