![Top Heavy Performance](/content/images/size/w100/2023/05/blogwk19picture.png)
![Top Heavy Performance](/content/images/size/w100/2023/05/blogwk19picture.png)
![The Bright Spot in Commercial Real Estate Right Now](/content/images/size/w100/2023/05/zachnewblog.png)
The Bright Spot in Commercial Real Estate Right Now
Are Small Caps an Attractive Hunting Ground?
International Equities – Re-Evaluating Our View
Goodbye to easy money and automatic up-rounds
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MARK SCALZO DISCUSSES ‘DIRECT LISTING,’ ALTERNATIVES, AND MORE
Check Out the March 2023 Inflection Folio™ Series
![CROSSOVER HEDGE FUNDS, FRIEND OR FOE?](/content/images/size/w100/2023/05/Screenshot-2023-03-31-at-10.32.23-AM.png)
CROSSOVER HEDGE FUNDS, FRIEND OR FOE?
![VALIDUS GROWTH INVESTORS NAMED TO PSN TOP GUNS LIST OF BEST PERFORMING STRATEGIES FOR Q4 2022](/content/images/size/w100/2023/05/Screenshot-2022-12-07-at-7.31.15-AM-2.png)
VALIDUS GROWTH INVESTORS NAMED TO PSN TOP GUNS LIST OF BEST PERFORMING STRATEGIES FOR Q4 2022
![CULLING THE HERD: SIVB, SI](/content/images/size/w100/2023/05/svb-financial-sivb-stock-crashes-another-60-as-bank-seeks-sale-following-failed-capital-raise_feature-2.jpg)
CULLING THE HERD: SIVB, SI
![STRUCTURED NOTES: AN ASYMMETRICAL PORTFOLIO DIVERSIFIER](/content/images/size/w100/2023/05/finance-2022-10-31-08-07-17-utc-scaled.jpg)
STRUCTURED NOTES: AN ASYMMETRICAL PORTFOLIO DIVERSIFIER
Structured Notes: An Asymmetrical Portfolio Diversifier
Check Out the February 2023 Inflection Folio™ Series
In February we released our Inflection Folio Series 15 and 16. Inflection Folios are carefully curated baskets of compelling companies,
![TOUGH SLEDDING FOR MONOPOLISTIC BEHAVIOR](/content/images/size/w100/2023/05/kids-sledding-2022-11-01-04-52-01-utc-scaled.jpg)
TOUGH SLEDDING FOR MONOPOLISTIC BEHAVIOR
![NOT SO SCARY AFTER ALL](/content/images/size/w100/2023/05/scary-woods-at-night-with-mysterious-fog-2021-08-26-17-37-30-utc-scaled.jpg)
NOT SO SCARY AFTER ALL
![INVESTING IN A SECULAR BULL AND BEAR MARKET](/content/images/size/w100/2023/05/germany-frankfurt-bull-and-bear-bronze-sculpture-2022-12-16-22-29-28-utc-scaled-2.jpg)
INVESTING IN A SECULAR BULL AND BEAR MARKET
![GROWTH INVESTING PODCAST #1](/content/images/size/w100/2023/05/working-with-stock-market-charts-indicators-and-t-2022-11-10-18-40-46-utc-scaled.jpg)
GROWTH INVESTING PODCAST #1
![AN INCH DEEP AND A MILE WIDE: THE PERFECT TOOL FOR THOSE UNWILLING TO DO THE WORK](/content/images/size/w100/2023/05/robot-s-hand-holding-an-artificial-intelligence-co-2021-12-09-15-29-49-utc-scaled.jpg)
AN INCH DEEP AND A MILE WIDE: THE PERFECT TOOL FOR THOSE UNWILLING TO DO THE WORK
![IS INFLATION NO LONGER THE BOGEYMAN?](/content/images/size/w100/2023/05/black-2028174_1280-2.png)
IS INFLATION NO LONGER THE BOGEYMAN?
![MARK’S MUSINGS: 12.8.22](/content/images/size/w100/2023/05/Clip2Comic-2021-11-22-05-13-43-scaled-1-3-2.jpeg)
MARK’S MUSINGS: 12.8.22
![VALIDUS GROWTH INVESTORS NAMED TO PSN TOP GUNS LIST OF BEST PERFORMING STRATEGIES FOR Q3 2022](/content/images/size/w100/2023/05/Screenshot-2022-12-07-at-7.31.15-AM.png)
VALIDUS GROWTH INVESTORS NAMED TO PSN TOP GUNS LIST OF BEST PERFORMING STRATEGIES FOR Q3 2022
IS IT TIME FOR INTERNATIONAL STOCKS TO SHINE?
RARE EARTHS: WILL CHINA PLAY ITS TRUMP CARD?
![MARK’S MUSINGS: 11.16.22](/content/images/size/w100/2023/05/Clip2Comic-2021-11-22-05-13-43-scaled-1-3-1.jpeg)