Insights

Thoughts on markets, structured notes and risk management.

2026-06-09

AI Selloff, a Hawkish Fed: Five Things Investors Should Watch in 2H 2026

The Nasdaq fell over 4% in a day in early June, flipping the mood from 'AI can do no wrong' to 'will the Fed hike?' Not doomsday — just a reminder of the five things that actually matter in the second half.

2026-06-06

Buffett's $373 Billion in Cash: Survival Rules for an Expensive Market

With market cap to GDP at 227% and Berkshire's cash at a record, the Oracle has already written his answer on the balance sheet. Here are five survival rules the rest of us can use.

2026-05-30

"Is It a Bubble?" Reading Market Cycles Beats Timing Them

Howard Marks spent a year asking one question. The answer matters less than what he teaches us about reading cycles — a lesson every investor needs.

2026-05-22

Structured Notes 101: Coupon, KO and KI — Plus 4 Common Myths

Plenty of people own a structured note but can't explain what they bought. In three minutes, here's KO, KI and coupon in plain language — and the four myths that trip people up.