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𝕏 @StableBread The S&P 500 lost 18% in 2022, and the Bloomberg U.S. Aggregate, the main U.S. bond index, lost 13%, its worst year since it began in 1976. Over the same year, $XLE, the S&P 500 energy sector ETF, returned 64%, gold was flat, and cash earned ~1.5%. Now what if I told you there's a framework that would've said to own cash and energy in 2022, not stocks and bonds? That framework is called Gave's… |
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 | TSOH Weekly Roundup (10/09/2026) Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor this weekly roundup. |
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 | Namib Minerals: Research Note Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production. It cut 2026 output guidance and advanced Redwing’s restart to January. |
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| Real Estate |
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| Investor letters |
| Artisan Small Cap Fund Quarterly Commentary |
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