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L.E. Memos
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The Price of Air
Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis
Apr 12, 2024
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The Price of Air
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Harvard's Water
The Challenge of Long-Term Institutional Investing
Aug 6, 2023
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Hunter
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Harvard's Water
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Ouroboros
How the Marriage of Insurance and Private Credit is Transforming Finance
Jul 28, 2024
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Hunter
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Ouroboros
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Growing on Trees
Are excess returns growing in Timber REITs?
Jan 26
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Growing on Trees
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Lineage Logistics
Will Cold Storage Ever Shake its Chill
Mar 26
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19
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Lineage Logistics
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3
From Investment to Savings
Private equity, private credit and the push for markets to "deliver retirement"
Feb 23
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Hunter
16
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From Investment to Savings
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NAV Shenanigans
How Invesco's INCREF Uses the Mothership to Push NAV & Fees
Nov 24, 2024
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12
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NAV Shenanigans
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Betting on Disaster
A Perfect Storm for the Catastrophe Bond Market, Michael Lewis' "In Nature's Casino", Florida's Quagmire
Oct 29, 2023
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Betting on Disaster
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Interdependent Nation
Prescient warnings in Felix Rohatyn's "America's Economic Dependence" for Foreign Affairs (1989)
Jun 4, 2023
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Hunter
16
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Interdependent Nation
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Manifest
The Inevitability of Trade, Trump & Tariffs
Apr 13
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Hunter
38
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Manifest
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The Most Important Thing
Year-end thoughts on making money, volatility, inflation & Build-a-Bear Workshop
Dec 22, 2024
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The Most Important Thing
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Unknown and Unknowable
Richard Zeckhauser's 'Unknown and Unknowable' and a Theory of AI's Investing Application
Oct 8, 2023
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17
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Unknown and Unknowable
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