Rethinking Safety: What Ben Graham Would Buy Today
Ben Graham’s margin of safety was built for factories and balance sheets - not brands, networks, and code. This week, we explore how today’s best investors apply his timeless principle to modern growth companies.
The Three Big Shifts Every Wealth Manager Should Be Watching
From market timing myths to private credit’s rise and the U.S.–China rivalry shaping global portfolios, here are the three shifts redefining how wealth is built and protected in 2025.
Jim Grant, Bill Ackman, and the Bubbles No One Wants to See
Jim Grant warns of euphoria, Bill Ackman preaches humility, and private markets look frothy. In this week’s issue, we unpack what smart investors are doing when confidence runs high — and caution whispers louder.
How Top Investors Compound: Lessons from Hayden Capital & Seth Klarman
Hayden Capital’s playbook for long-term compounding, Seth Klarman’s rules for beating the market, and what individuals can learn from institutional investors.
From Offense to Defense: What Lynch, Dalio & Marks Are Saying Now
Lynch says know what you own. Dalio warns of dark cycles. Marks advises leaning defensive. Here’s what it means for your portfolio.
How the Wealthy Invest, Why 60/40 Is Dead, and Finding Your Perfect Mix
Inside: lessons from family offices, why many investors should go 85/15 instead of 60/40, and how to find the stock-bond balance that actually fits your goals.
Why Many Investors Lag, What Millionaires Regret, and How to Choose the Right Hedge Fund
This issue unpacks why investors trail market returns, the top regrets of retired millionaires, and the trade-offs between multi- and single-manager hedge funds.
Are you tracking your balance sheet—or flying blind?
Most high earners focus on income, but miss the real driver of wealth: what your assets and liabilities do between paychecks. Our latest issue shows how missing pieces in your balance sheet can cost millions—and how to fix it.
Net Worth Tracking in 2025: What Affluent Households Actually Do
From spreadsheets to PDFs, investors value trust and provenance over fancy dashboards.
Private Equity’s Hidden Edge: What the Fed’s Secret Data Reveals
A first look at 20 years of confidential SEC filings shows PE outperforms public markets, with big funds and moderate diversification leading the way.
The Advisor Paradox: Why the Wealthiest Hold Cash and Chase Alternatives
Survey of 100 millionaire households reveals why the richest keep 25%+ in cash, crave private equity, yet trust advisors the least.
The Confidence Gap: Why High Earners Manage Alone (and What They’re Missing)
We surveyed 100+ HENRYs to uncover what high earners really want from advisors—and why most still go it alone.
The Billionaire Playbook: How the Ultra-Wealthy Make More, Save More, and Transfer Tax-Free
From private equity access to 83(b) elections and buy-borrow-die, discover the real playbook behind billionaire wealth.