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Actionable strategies to build wealth. Delivered weekly, in under 5 minutes. Written by a third-generation wealth manager overseeing $140M in assets. Built for High Net Worth individuals who want smarter money moves—without the noise.

The Cash Flow Handoff

The Cash Flow Handoff

The companies spending hundreds of billions on AI are watching their free cash flow disappear, but it's moving somewhere very specific.

Jacob Radke
What the First Half Says About the Second Half

What the First Half Says About the Second Half

The S&P is up 9.6% through June. In the 53 years the first half finished green, the second half followed three times out of four, averaging a 6.2% gain.

Jacob Radke
All the Flows Went to One Sector

All the Flows Went to One Sector

Since the March low, eleven sectors took in $19 billion. One of them took more than that by itself.

Jacob Radke
SpaceX Created 4,400 Millionaires

SpaceX Created 4,400 Millionaires

SpaceX began trading Friday as the largest IPO in American history.

Jacob Radke
What AI Actually Did to Software Jobs

What AI Actually Did to Software Jobs

Software development job postings bottomed in May 2025, then they rebounded.

Jacob Radke
The Companies That Own the Data

The Companies That Own the Data

There are two kinds of companies in AI right now: the ones that create proprietary data no frontier model has ever seen, and the ones that run on data their customers upload. One group has compounded that advantage for three years.

Jacob Radke
Earnings Are Accelerating

Earnings Are Accelerating

S&P 500 earnings just grew at the fastest rate of the cycle.

Jacob Radke
The IPO Playbook

The IPO Playbook

Our approach with new IPOs, and what the last 25 years of data say about the first two years.

Jacob Radke
The Month After a New All-Time High

The Month After a New All-Time High

The S&P 500 just hit another all-time high. Going back to 1988, the month after a new record runs below average but the year after runs above it. Here's the data.

Jacob Radke
The Infrastructure Race

The Infrastructure Race

Four companies are planning to spend $682 billion on infrastructure this year. The last time they did something like this, they built the cloud.

Jacob Radke
It's Here

It's Here

After 165+ editions and 150,000 words, the cadence is changing. Here's why — and what the knowledge layer of an AI-native business actually looks like.

Tom Stadum
Federal Debt Is at 122% of GDP

Federal Debt Is at 122% of GDP

U.S. federal debt has reached 122% of GDP. Here's what that's meant for the dollar, and international stock outperformance.

Jacob Radke
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