Here's the latest Fortnightly, full of important investment reads. investmentecosystem.com/2026/03/30/r...

Interesting spike in BDC NAVs recently. Hmmm. See www.bdcs.com.

A new posting on the predictability of asset manager actions. The conclusions may surprise you. investmentecosystem.com/2026/03/18/i...

Quite a gap between the bottom two (both big-name) BDCs and the others. Will that gap close? Which way? chart from @bloomberg.com

Never let them tell you that enshittification was a mystery. Enshittification isn't downstream of the "iron laws of economics" or an unrealistic demand by "consumers" to get stuff for free. 1/

Paul Volcker would like a word…

The latest set of curated investment reads. investmentecosystem.com/2026/03/02/t...

These "clippings" postings are made up of compelling images from the world of investments. investmentecosystem.substack.com/p/clippings-...

"Sometimes, the competitive stats aren’t there to help you. They’re there to support the system and the people who run it." Posting from @sethgodin.bsky.social is not about the investment world, but yet it is. seths.blog/2026/02/hide...

The latest Fortnightly (a compilation of good readings on the investment world) is now up. Take a look. investmentecosystem.com/2026/02/16/s...

This @businessinsider.com piece about the New Jersey deli is wild, especially the Duke and Vanderbilt endowments being involved. www.businessinsider.com/new-jersey-d...

These "clippings" postings are a quick and easy look at some developments in the investment ecosystem. This time, some items from @alphaville.ft.com, @bancsutherland.bsky.social, @bcaresearch.bsky.social, and others. investmentecosystem.substack.com/p/clippings-...

A feast of readings about happenings in the investment world. investmentecosystem.com/2026/02/02/b...

A lot of superinvestor discourse is the equivalent of finding someone who won the Powerball and asking them extensively how they picked their numbers, assuming it's a repeatable process.

In case you were wondering why Trump’s flying to Iowa next week: “.. Farm bankruptcies in the first half of 2025 exceeded the total for all of 2024.” @scottlincicome.bsky.social www.cato.org/blog/whom-sh...

Good slate of investment reads with no mention of **ump. investmentecosystem.com/2026/01/19/p...

This edition of "clippings" has notable charts on technology (rolling over?), small employers pulling back, Asian fixed income, BDCs, and more. Including a bizarre statistic regarding the U.S. presidency. investmentecosystem.substack.com/p/clippings-...

The latest Investment Ecosystem Fortnightly includes a great variety of ideas of interest to investment professionals. investmentecosystem.com/2025/12/29/s...

This is the first issue of a new Substack that's a one-minute read (mostly images) of investment ideas and activity. investmentecosystem.substack.com/p/clippings-...

The latest batch of great investment reads is now available. Lots to chew on. investmentecosystem.com/2025/12/15/f...

The latest essay on The Investment Ecosystem concerns the challenges of gettig to know individuals (and an organization) in a short amount of time. [[used]]investmentecosystem.com/2025/12/09/t...

Australia 10yr yield on a real heater.. 4.1% to 4.8% in a matter of weeks

Looks like Bloomberg is giving up on figuring out the exact timing of economic data prints. Best they can offer is a date range

Some great investment reads in the latest Fortnightly. investmentecosystem.com/2025/12/01/q...

Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp

Checking in on the S&P 500's top 10... 41% weight, 31% of EPS GS

Interesting. From www.institutionalinvestor.com/article/priv....

"The new writing will be about technology, the global economy, the electronic ebb and flow of wealth." From "Bright Lights, Big City" by Jay McInerney (1984)

Nothing like it. www.bloomberg.com/news/article...

This Fortnightly has sections on cockroaches, ESG, gold, 13Fs, lone wolf analysts, factor investing, and much more. investmentecosystem.com/2025/11/17/a...

How do we know? Thoughts on due diligence excellence. investmentecosystem.com/2025/11/13/h...

A reader's note to @johnauthers.bsky.social:

A bag full of fresh, hearty readings (not leftover candy) in the latest Investment Ecosystem Fortnightly: investmentecosystem.com/2025/11/03/a...

Back at it after a break, with another edition of investment reads of note. investmentecosystem.com/2025/10/20/c...

What a world.

toughest game of Guess Who? ever

Re: First Brands, from @financialtimes.com.

Who does it best? Humans? Machines? Wounded lions? Those and more in the latest Fortnightly. investmentecosystem.com/2025/09/22/h...

While you're twiddling your thumbs waiting for the Fed, read this piece on a big problem in investment organizations. investmentecosystem.com/2025/09/17/t...

Lots of good reads in the latest Investment Ecosystem Fortnightly. investmentecosystem.com/2025/09/08/b...

Morgan Stanley via @alphaville.ft.com www.ft.com/content/8703...

Opening paragraph of www.bloomberg.com/news/article....

The mysterious, massively lucrative, multibillion-dollar ARKK trade on.ft.com/46c1JdP

Time for the bond market vigilantes to return in force.

It's the latest Fortnightly, with great reads about what's happening in the world of investments. investmentecosystem.com/2025/08/25/t...

A great set of investment reads: investmentecosystem.com/2025/08/11/a...