The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary...
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Earlier this quarter Stanford released its 2026 Search Fund Study. It's the closest thing the search fund world has to a census; it covers 862 funds, success rates, and key performance metrics...
The debate about AI has gone tribal, and I don't think that serves anyone who actually manages money. On one side you've got the optimists, convinced AI will remake the economy (and take a lot of...
