The Conversation That Could Save Real Estate Heirs Millions

Published on June 8, 2026

Real estate investors owe their families more than a portfolio.

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Brace for a Flood of Oil as Soon as Hormuz Reopens

June 8, 2026
My industry soundings are far more upbeat: When it happens, it would start as a trickle, but very quickly — in just a handful of weeks, if not days — transform into an oil flood. I’m on the side of the bears, as you may have guessed.

Today’s Cap-Weighted Index Is an Identification Bet

June 8, 2026
If the market has correctly named the companies that will dominate the AI era, cap weighting will look brilliant, because it owns them in size and will ride them up for free. The real question is: How much do you want to bet the market chose the correct companies?