31
Mar
When Something Is Not Better Than Nothing
"Something is better than nothing" is how we end up with nothing that matters.
7 min read
Katie Boland
26
Mar
KKR's 3% "Owners": The CoolIT Deal Proves Equity-Washing Is Getting Worse
Yesterday, KKR announced it is selling CoolIT Systems to Ecolab for $4.75 billion in cash. In a separate press
6 min read
24
Mar
Three Philanthropic "Truths" That are Killing Our Communities
We don't need more "stewards" of capital with false precision. We need architects of deployment.
3 min read
11
Mar
Charting the Course Together Part 4: What Happens When Both People Show Up
This series started with a metaphor. The captain chooses the destination. The navigator charts the route. Both essential. Neither sufficient
8 min read
04
Mar
The Grievance Economy, Revisited: When Even Your Data Source Is Part of the Problem
A useful reminder of how pervasive the machinery really is. It gets into everything. Even our critique. A Delta Fund mea culpa...
7 min read
23
Feb
The Navigator's Duties Part 3: What to Demand from Your Advisor
If you've decided that your capital should do more than extract value or simply compound, you've
12 min read
12
Feb
The Captain's Duties Part 2: Moving from Lens to Lever
In our first post, we argued that the wealth advisory industry has inverted the natural relationship between investors and advisors.
8 min read
09
Feb
You Built This
A conservative economist just called your investment strategy a grift in the New York Times. The data backs him up. An open letter to everyone wringing their hands about this moment while their portfolios fund it.
7 min read
04
Feb
Captains and Navigators Part 1: Why the Wealth Advisory Model Is Rigged Against You
Most investors treat their advisors like airline pilots. Hand over the controls, trust them to land safely, flip through the
5 min read
22
Jan
The Blueprint for a Just Future: Why We’re Rewiring Everything
We’ve normalized a lie.
We’ve been told that "market rate" returns are a neutral law of
2 min read