Archive - Lewis Enterprises

The Price of Air

Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis

Apr 12, 2024 •

Harvard's Water

The Challenge of Long-Term Institutional Investing

Aug 6, 2023 •

How the Marriage of Insurance and Private Credit is Transforming Finance

Jul 28, 2024 •

Growing on Trees

Are excess returns growing in Timber REITs?

Jan 26 •

Lineage Logistics

Will Cold Storage Ever Shake its Chill

Mar 26 •

From Investment to Savings

Private equity, private credit and the push for markets to "deliver retirement"

Feb 23 •

NAV Shenanigans

How Invesco's INCREF Uses the Mothership to Push NAV & Fees

Nov 24, 2024 •

Betting on Disaster

A Perfect Storm for the Catastrophe Bond Market, Michael Lewis' "In Nature's Casino", Florida's Quagmire

Oct 29, 2023 •

Interdependent Nation

Prescient warnings in Felix Rohatyn's "America's Economic Dependence" for Foreign Affairs (1989)

Jun 4, 2023 •

The Inevitability of Trade, Trump & Tariffs

Apr 13 •

The Most Important Thing

Year-end thoughts on making money, volatility, inflation & Build-a-Bear Workshop

Dec 22, 2024 •

Unknown and Unknowable

Richard Zeckhauser's 'Unknown and Unknowable' and a Theory of AI's Investing Application

Oct 8, 2023 •

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