Posts

Long-Form

Kings Don't Buy Flow Pt. 3 - The Cayman Tail

March 10, 2026

Trading Complexity for Capital Intensity in Life Insurance

July 07, 2024

Kings Don't Buy Flow

June 27, 2024

So What's The Deal With Apollo's AAA?

November 06, 2022

CLOs for the Little Guy

September 23, 2022

2021 Apollo Global (APO) Investor Day Conclusions

October 27, 2021

1Q24 Summary

April 07, 2024

A Quick Base Hit

March 09, 2024

Fireworks or Steady Calm?

February 20, 2024

4Q23 Summary

January 12, 2024

House of Brindle

December 21, 2023

3Q23 Summary

December 02, 2023

Ignore the Past

October 28, 2023

Sifting Through the Pile

September 18, 2023

Buying The Unknown

August 31, 2023

Changing the Rules

August 10, 2023

Review of a Past Decision

August 08, 2023

Future Fallacy

July 06, 2023

2Q23 Summary

July 05, 2023

Home Purchase Post-Mortem

June 30, 2023

Byproduct of Yield Prioritization

June 14, 2023

Private Credit: The Answer to All Problems

June 05, 2023

The Plight of the Millennial Homebuyer

May 19, 2023

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