Conviction Without Attachment: How Serious Investors Change Their Minds
Most long-term investing mistakes don’t come from lack of intelligence. They come from staying loyal to ideas for too long. A thesis that once made sense becomes part of an identity. A successful decision becomes a reference point. A well-argued position becomes something to defend rather than examine. Over time, evidence is filtered. Doubts are […]
Private Markets in 2026: Allocation Growth, Changing Liquidity, and Institutional Mindsets
After two years of tightening liquidity, shifting interest rates, and uneven exit markets, many expected institutional capital to retreat from private investments. Instead, the opposite is happening. In 2026, allocations to private credit, late-stage private equity, and structured opportunities continue to rise. Not because conditions are easy — but because serious allocators are adapting how […]