Category: Newsletter
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Third Wire Counterweight Newsletter: November 2024
To subscribe to our newsletter visit us on LinkedIn: You know what keeps me up at night? 🙂 Actually, not much keeps me up at night. I sleep like a baby. But it did seem like a dramatic way to introduce our latest (and first) paper, The ‘Problem’ with Alternative Investments.…
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Third Wire Counterweight Newsletter: October 2024
To subscribe to our newsletter visit us on LinkedIn: I’ve been sitting here thinking about what to cover in this month’s introductory letter. I’m having the semblance of an idea for a longer thought piece: goals-based asset allocations vs. liquidity (or lack thereof). How can illiquid investments, over time, complicate the…
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Third Wire Counterweight Newsletter: September 2024
To subscribe to our newsletter visit us on LinkedIn: You know what grinds my gears? What gets my goad? What really chaps my hide? You want to watch me go from zero to livid in like 3 seconds flat? Let’s talk about fees for alternative investments. I recently did a quick…
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Third Wire Counterweight Newsletter: August 2024
To subscribe to our newsletter visit us on LinkedIn: Well, folks, it’s been quite a month, hasn’t it? B-Boys and B-Girls in the Olympics. Major changes on the campaign trail—fingers crossed that we’re not just rearranging the deck chairs. And, like many others, we had CNBC running in the background most…
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Third Wire Counterweight Newsletter: July 2024
To subscribe to our newsletter visit us on LinkedIn: Well, it’s July. You know what that means? Of course, you don’t. This is the first July I’m writing this newsletter. It just sounded like the way a newsletter should start. 🙂 Nothing says “summer fun” quite like poking fun at ‘private…
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Third Wire Counterweight Newsletter: June 2024
To subscribe to our newsletter visit us on LinkedIn: In a speech at a banking conference last month, Jamie Dimon expressed concerns about the rapidly growing private credit market, which has surpassed $1.7 trillion in assets globally. He cautioned that while there are many “brilliant” people in the industry, not all…
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Third Wire Counterweight Newsletter: May 2024
To subscribe to our newsletter visit us on LinkedIn: I hope you’re all doing well. In my first newsletter, I promised to keep these intros short and sweet. Then, I promptly forgot about that. 🙂 To get things back on track, I launched our new Industry Perspective as a place to…
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Third Wire Counterweight Newsletter: April 2024
To subscribe to our newsletter visit us on LinkedIn: April already? Insert cliché about spring cleaning here. 🙂 Last month, I bombarded you with questions. This month, I’ve been digging around for answers and have shared a bunch of solid articles and recent studies below. If you’ve been following our company…
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Third Wire Counterweight Newsletter: March 2024
To subscribe to our newsletter visit us on LinkedIn: Happy March! This month, we’ll start by playing a game called “Choose Your Investment Analogy.” What’s my point? I’ve been thinking a lot about something I’ve been seeing more and more in recent weeks—stories related to large Private Equity shops and their…
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Third Wire Counterweight Newsletter: February 2024
To subscribe to our newsletter visit us on LinkedIn: Apologies in advance for the length of my intro letter this month. Proof that when I say, “Don’t get me started,” I know what I’m talking about. 🙂 Let’s pretend you operate a drive-through coffee stand at a rest stop en route…