U.S. Private Wealth Mngr. Partner w/ @GaveKal. Join 10K+ subscribers & sign up up for weekly commentary: https://teapawt.net/t.co/yqpiVj0l2Y…
Bellevue, Portland, Bay Area
Joined May 2009
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Your newsfeed shows either AI Armageddon or an AI revolution. Now there’s a new narrative: how AI’s builders pay for it. Big Tech’s quarterly long-term debt raised rarely topped $40 billion before 2025 but has recently run above $100 billion.
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As the year comes to a close, now is the time to ensure your financial plan and tax strategy are aligned before Dec. 31. Below is our updated 2026 Year-End Financial Planning Checklist, reflecting current contribution limits and key planning thresholds.
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Two weeks ago, the case was made that the worst bond bear market since the 1970s was due for a tactical reprieve because investors were overestimating the Fed rate hikes ahead. By good luck, the market turned that same day.
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Resilient growth, rising rates, and stubborn inflation: Jeff Dicks, our CIO, breaks down the mixed signals in the market heading into Q4.
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Private equity has always asked for patience: cash goes out first and may not return for years. A growing secondary market is changing that math, giving investors new ways to manage timing and liquidity.
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Anthropic's CEO called for AI labs to ease off the pace of model development for safety — OpenAI and xAI's leaders quickly agreed. Since these firms are among the heaviest compute users, the comments raised fresh questions about the AI capex boom.
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For many individuals, charitable giving is an important part of financial and estate planning. Understanding how and when to use a QCD can be an important part of a broader wealth planning strategy.
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The Fed hiked rates for the first time in 3 years — its new chair chose independence over political pressure. More hikes may follow. Here's what it could mean for borrowers, savers, and your portfolio:
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Apple's first foldable phone made headlines this week. But with AI, robotics, and wearables all racing to define what's next, is a keynote still tech's clearest signal?
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For years Big Tech printed cash while spending little. AI just flipped that script — capex is soaring, free cash flow is sinking. This piece lays out 4 scenarios for where this goes next, and what each means for the stocks:
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Retirement planning isn't just "do I have enough saved?" Income, taxes, healthcare, and estate plans are all connected. Our checklist covers the 7 areas worth reviewing before you retire.
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Tech wealth feels exciting but hard to touch. Real estate feels steady but slow. Turns out each side wants what the other has. Here's why, and how private markets can bridge the gap.
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Ten-figure financings may be a rational response to the capital needs of AI, energy, space, and advanced manufacturing companies. However, capital raised is not the same as value created, and history shows how quickly enthusiasm can outpace fundamentals.
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Washington now has 3 taxes that can hit one event - a sale, a stock, a wealth transfer. The window to plan before a 3rd tax lands in 2028 is narrowing.
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The IRS and Treasury just released instructional details for opening and managing Trump Accounts. For families with an eligible child, this is a good moment to revisit how — or whether — a Trump Account fits into your broader financial plan.
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Markets have gone quiet for a month. Louis-Vincent Gave says that's about to change — currency policy shifts, a cautious Fed, Middle East risk, and cracks in tech debt all point the same way.
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Markets just had their best quarter since 2020; and it wasn't Big Tech leading the charge. Our CIO breaks down the rotation, the AI spending debate & what's next.
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AI isn't replacing workers at scale , but it's rewriting the hiring bar. 5 observations on what's really happening in today's job market:
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Gerry Cardinale of RedBird Capital on the rise of sports as an asset class; team valuations, institutional capital, and RedBird's AC Milan stake. A space where Evergreen Ventures has invested through RedBird-sponsored funds.
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Medicare decisions go beyond simply enrolling at 65. From deadlines and coverage choices to managing long-term healthcare costs, thoughtful planning can make a meaningful difference. Here are 5 key Medicare considerations to keep in mind.
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