by Stoffel | Apr 15, 2026 | Investing
On April 9, 2026, Howard Marks published “What’s Going on in Private Credit?” – a full-length memo on the state of the market. Marks is co-founder of Oaktree Capital Management, one of the world’s largest alternative investment managers,...
by Stoffel | Apr 2, 2026 | ETF, Investing, Portfolio Management, Risk Premia
Updated July 2026 So, you have gone through the checklist. You understand your goals. You know your time horizon. You have accepted that markets will go up…and down. You are ready. Now comes the harder part. Not intellectually, but behaviourally: What do you actually...
by Stoffel | Mar 26, 2026 | Investing
Updated July 2026 Opening a brokerage account is easy. Knowing what to do next is not. Anyone can download an app, upload an ID, and transfer money in minutes. That has never been the hard part. The hard part is knowing whether you are actually prepared to invest, and...
by Stoffel | Mar 19, 2026 | Hedging, Investing
The Second Leg Down: Strategies for Profiting After a Market Sell-Off by Hari P. Krishnan sits at the intersection of derivatives, crisis alpha, and portfolio protection. Instead of focusing on how to hedge before a crash, the book addresses a more uncomfortable...
by Stoffel | Mar 12, 2026 | Investing, Portfolio Management
What a Simple Map Reveals About the Future of the Global Economy Sometimes a single image can change the way you see the world. A few years ago, a striking visualization began circulating online: a circle drawn across Asia containing more people than the rest of the...
by Stoffel | Mar 5, 2026 | Decision Making, Hedging, Investing, Portfolio Management, Risk Premia
Volatility, War Headlines, and Staying the Course Markets dislike uncertainty. And few things create uncertainty faster than geopolitical conflict. As tensions escalate in the Middle East, financial markets have once again become more volatile. Oil prices move...
