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Join date: Dec 10, 2021

Posts (74)

Sep 27, 2026 ∙ 8 min
Bottom Feeders
The bond market in 2026: what's everyone so worried about? For over a decade leading into 2022, investors bottom fed on low interest rates. Some (borrowers) locked in mortgages below 2%. Others (lenders) purchased bonds yielding below 2%. Same market. Same interest rate environment. Completely opposite sides of the coin. And completely different outcomes as we sit here in 2026. Because in 2022, generation-defining inflation arrived. Homeowners had borrowed money at cheap rates to purchase an...

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Jun 15, 2026 ∙ 4 min
SpaceX Context
It's finally over. SpaceX is officially a publicly traded company, and we can all go back to our everyday lives now. 7 thoughts about the most hyped IPO ever Decisions matter. But the magnitude of expected outcomes from decisions can help determine how much time to spend on it. The sheer volume of content around index committees (Nasdaq, S&P Dow Jones, etc...) fast-tracking or not fast-tracking SpaceX onto their index list has been outlandish for the actual impact on you, the investor. Nasdaq...

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May 8, 2026 ∙ 5 min
WHEN, not IF
I recently collaborated with WSJ's Gunjan Banerji on a project where she provided ChatGPT with the profile of an investor, and prompted it to suggest an appropriate portfolio. The result is this article, published earlier this week: During the process, I kept thinking about Kasparov vs. Deep Blue. I was a competitive chess player as a kid, and the original match took place in 1996 (when I was 12). At the time, there was serious debate about whether computers would ever consistently outplay...

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Rubin Miller, CFA

Rubin Miller, CFA

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