The Private-Market Liquidity Gap Advisors Can Close

Published on September 28, 2026

Asset owners want private-market exposure, but liquidity remains their biggest hurdle, an opening advisors can meet with public alternatives.

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Reversing Financial Repression

September 28, 2026
As the amount of important events is larger than normal, but there are a few things that we need to pay attention to: the large move in interest rates and what it means (and more importantly, what it doesn’t mean!); and the constant barrage of p(doom) (the new way to write doom and gloom) on energy and AI.

Shall We Repeal the Laws of Economics – Part III

September 28, 2026
In September 2024 and June 2025, I wrote memos that were critical of governments’ attempts to override the laws of economics, based on my conviction that trying to do so is likely to prove ineffective and potentially harmful.