📝 Endowment Report Cards

Barry Sternlicht, Art Berman, Vaclav Smil, Torsten Slok, Jason Zweig & More

Long Abstraction, Short Reality

Investing at All-Time Highs

Regime-Based Investing

Return Dispersion in Venture Capital

🎯 Blame the Benchmark

Principles for Investing Success

+ Dan Rasmussen, Jeff Currie, VC Power Laws, Randall Zisler & more!

Searching for Great Dividend Funds

+ Don't miss Campbell Harvey on the bond market, U.S. economy & the Fed

"The reports of my death have been greatly exaggerated"

GMO: "A Once-in-a-Generation Opportunity"

Global Valuation Updates!

LLMs Impact on the Labor Market