There’s a phrase that gets thrown around Wall Street whenever a great growth company dares to invest in its own future: “Peak

Last week, Jack Dorsey announced Block would cut nearly half its workforce. In one move. Overnight. The market cheered loudly.  Cue the

The Market Has Spoken and it’s Long the Real World The market is telling us something and it’s not subtle. Over the

In October 2008, while the world was fixated on collapsing banks, something unbelievable happened in a corner of the German auto market.

For those worried about a bubble in AI stocks, the next level play is to “sell out of the NVDA ecosystem and

Software companies are stuck between a rock and a hard place right now. And watching how the market responds is revealing exactly

An update on my previous blog titled: Hey That’s My Job! From Experiential Boom to AI Isolation Prior to COVID-19, it was all

The Destra Multi-Alternative Fund (NYSE: DMA), for which VGI serves as sub-advisor, announced increased distributions for October and November 2025. The Board

Inference is the process of getting answers from AI models. It represents the next great battleground in AI infrastructure. While training gets

The Intelligent Crossover Approach to Today’s Private Market Dislocation McKinsey’s 2025 report reveals private markets fundraising collapsed from $1.7 trillion in 2021

The hedge fund industry has come full circle. After decades of building complex structures, hiring armies of specialists, and creating elaborate strategies,

When a U.S. Representative puts $215,000 of his own money into a 3x leveraged bet against American small caps, maybe it’s time

There’s a word that gets thrown around Wall Street whenever markets dare to go up despite the “smart money” being cautious: complacency. 

Blue Owl Capital’s announcement this week of a strategic partnership with Voya Financial to bring private equity into 401(k) plans marks another