"To have what we want is riches, but to be able to do without is power."
- Joe Macdonald
"We think they are days from failure. They think it is a temporary problem. This disconnect is dangerous."
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On Shine Together, Nas frames venture capital not as finance, but as recognition: “Angel investing in the angels that the world forgot / Tu...
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U.S. yields start the day lower, with the 2Y down 4bps back at 5% and the 10Y down 6bps at 4.26%, both back to where they were pre-SVB (reme...
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We spend endless time debating the Fed’s neutral rate. Much less time asking whether the government can afford it. Enter Fiscal r-star : t...
Edward Quince's Wisdom Bites: Low Ego
Nas closes his masterclass with a lesson on temperament: “The liquidity is high, but the ego is low / Light years ahead of where the paper u...
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