Below is a summarized transcript of the IndiView: Weekly Market Update for 3/2/26. The video is included at the bottom of this post. 1. U.S. & Israel Strike Iran — Oil Jumps 7% Over the weekend, the U.S. and Israel launched missile strikes into Iran. Markets reacted quickly, with oil…
Blue Owl (OWL) manages over $250 billion in private capital.Assets under management have grown more than 250% since 2022. So why is the stock down 44% in the past year? Background For most investors, Blue Owl doesn’t carry the brand recognition of JPMorgan or Apple. But in private markets, it…
Below is a summarized transcript of the IndiView: Weekly Market Update for 2/23/26. The video is included at the bottom of this post. Tariffs: Struck Down… Then Rebuilt The Supreme Court limited the prior method used to implement tariffs, but President Trump quickly adjusted and introduced a new 15% global…
Let me start here: I think the U.S. higher education system is severely damaged, if not fully broken. For decades it has operated on a simple model — federally supported lending allows schools to raise prices while students absorb the risk. The institution’s balance sheet stays protected while the graduate…
Below is a summarized transcript of the IndiView: Weekly Market Update video for 2/17/26. The video is posted at the bottom. The AI Decimation Trade Markets have started pricing artificial intelligence as a broad destroyer of business models, especially in software. The issue isn’t that AI won’t disrupt companies —…
Experience has a way of turning new trends into familiar patterns. As you get “aged,” like I am, you start to make comparisons. While these comparisons aren’t always perfect, they provide a sense of “we’ve seen this movie before,” giving us a basis for how to respond to the next…
Below is a summarized transcript of our IndiView: Weekly Market Update for February 9, 2026. The video is at the bottom of this post. Inflation & The Fed: A “Hold Until Something Changes” Environment We are getting an on-time CPI report and a delayed jobs report, but neither is likely…
Below is a summarized transcript of the IndiView: Market Update and Outlook for February 2026. The video can be seen at the bottom of this post. Below is a summarized transcript of the February 2026 IndiView: Market Update and Outlook. The video is added at the bottom of this post….
Below is a summarized transcript of the IndiView: Weekly Market Update for 2/2/26. The video is posted at the bottom of this page. 1. Fed Chair Nomination: What Changes—and What Doesn’t (Yet) Kevin Warsh has emerged as the nominee for Federal Reserve Chair, ending what felt like a prolonged and…
This month’s Cool People, Good Work is dedicated to Alex Pretti, a 37-year-old Intensive Care Unit nurse at the Minneapolis VA. His life was taken far too soon. I’ve been pretty fortunate in my own health. I haven’t needed long hospital stays or many emergency room visits, and most of…
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