Selected writing

Reflexivity Driven

July 30, 2026Markets

The Buyer Who Once Needed Time

July 12, 2026Essay

Rest in Peace, Senator Lindsey Graham

July 7, 2026Real Estate

(Real Estate) Private Equity Was and Is Always a Timing Trade

July 6, 2026Macro

The Warsh Fed May Be a Druckenmiller Fed

July 2, 2026Markets

July 2026 — Market Thoughts

July 2, 2026Equities

Deep Dive: Hertz Global Holdings Inc. (HTZ)

June 14, 2026Reflexivity

The Reflexive Moment: The Age of AI