Weekly Issue
Mar 17, 2026
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17 min read
We underwrote at $71. Oil hit $100. Here's what that actually means.
Mar 10, 2026
16 min read
The edge that public markets are meant to prevent.
Deep Dive
21 min read
How Proximity to Information Shapes Market Advantage
Mar 3, 2026
23 min read
How to make bets with greater upside than downside.
9 min read
Why Energy Infrastructure Represents a Stacked Opportunity
Feb 24, 2026
19 min read
What the private markets are missing.
12 min read
Why Private and Alternative Markets Are a Natural Fit
Feb 17, 2026
20 min read
Here’s what I do differently now.
15 min read
Investors are often conditioned to focus on returns—annual performance figures, benchmark comparisons, and headline-grabbing gains.
Feb 10, 2026
How sophisticated investors use debt to control timing, taxes, and opportunity.
13 min read
This document is operational. It assumes you've read the main issue, passed all three gates, and are now evaluating a specific deal.
11 min read
Debt is often framed as a liability on the balance sheet, but for sophisticated investors it functions more precisely as a liquidity instrument.
