May 20, 2026
Negotiating distressed commercial real estate without understanding which version of "lender" you're dealing with, you're not negotiating, you're guessing.
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May 8, 2026
A new paper from Brian Shearer argues P&C insurance premiums are over $100 billion too expensive and raises a question...
May 6, 2026
There's a quiet disconnect happening in a lot of portfolios right now. The numbers look fine on paper, but something...
April 29, 2026
New AI-powered infrastructure is emerging to solve the biggest obstacle in private credit trading: efficient, confidential matchmaking without tipping your...
April 22, 2026
I've spent thirty years studying the financial cycles that create exactly this kind of moment — the slow build, the...
April 21, 2026
I wrote The Storm to spark this conversation about how decisions made in silos — a coverage requirement, a rate...