The Investment Ecosystem
@investmentecosystem.com
Good links from around the investment ecosystem. For more innovative ideas for you and your organization, go to https://investmentecosystem.com/ for differentiated consulting, training, and content.
The latest batch of great investment reads leads off with the tale of a famous, artful, dodger. But there's a lot more on offer. investmentecosystem.com/2026/08/03/a...
Artful Dodges, Removing Guidance, and Situational Awareness – The Investment Ecosystem
investmentecosystem.com
A great range of charts in the latest edition of Clippings. investmentecosystem.substack.com/p/clippings-...
Private markets professional thanks private markets are the way to go (and that individuals should invest like institutions).
Wall Street at work. From "The Americans Striking It Rich in the Data-Center Buildout." www.wsj.com/real-estate/...
Two-year Treasury notes now up 95 bps since the start of the war.
Intuit's QuickBooks price increases seem to indicate that a) it doesn't think anything has changed and that it still has pricing power, or b) it knows the end is coming and is milking customers while it can. $INTU
Here's a new posting that reviews an interesting paper about how AI can remake asset management organizations. investmentecosystem.com/2026/06/29/t...
The AI-Native Asset Manager – The Investment Ecosystem
investmentecosystem.com
Some expectations are getting dinged today. Good timing for this edition of the Fortnightly, "Expectations, Expectations, and More Expectations." investmentecosystem.com/2026/06/22/e...
There's a big rocket on the IPO launchpad, but that's just one of the intriguing readings in the latest edition of the Fortnightly. investmentecosystem.com/2026/06/08/t...
If you aren't getting Clippings now, take a look. Great charts from a variety of investment sources, available on Substack. investmentecosystem.substack.com/p/clippings-...
"Clippings" is a roundup of good investment graphics. Here's the latest. investmentecosystem.substack.com/p/clippings-...
The latest edition of Investment Ecosystem Clippings. investmentecosystem.substack.com/p/clippings-...
Concerns about software in private credit; what about private equity? investmentecosystem.substack.com/p/clippings-...
The Fortnightly is a regular posting that includes links to great investment reads and related commentary. Here's the latest: investmentecosystem.com/2026/04/13/t...
Here's the latest Fortnightly, full of important investment reads. investmentecosystem.com/2026/03/30/r...
A new posting on the predictability of asset manager actions. The conclusions may surprise you. investmentecosystem.com/2026/03/18/i...
Quite a gap between the bottom two (both big-name) BDCs and the others. Will that gap close? Which way? chart from @bloomberg.com
Never let them tell you that enshittification was a mystery. Enshittification isn't downstream of the "iron laws of economics" or an unrealistic demand by "consumers" to get stuff for free. 1/
These "clippings" postings are made up of compelling images from the world of investments. investmentecosystem.substack.com/p/clippings-...
"Sometimes, the competitive stats aren’t there to help you. They’re there to support the system and the people who run it." Posting from @sethgodin.bsky.social is not about the investment world, but yet it is. seths.blog/2026/02/hide...
The latest Fortnightly (a compilation of good readings on the investment world) is now up. Take a look. investmentecosystem.com/2026/02/16/s...
