All Categories - FAMILY CAPITAL
January 5, 2026 ·
Naturally, as a systematic global macro investment firm approaching the end of 2025, we take time...
December 25, 2025 ·
Investment landscapes tend to change gradually, until a small number of technologies begin to...
November 20, 2025 ·
The Big Dangers of Big Bubbles with Big Wealth Gaps While I am still an active investor hooked...
October 30, 2025 ·
Gold is the Safest Money Recently, a lot of people asked me a lot of questions about gold, so...
October 20, 2025 ·
My AI Clone and What We Can Expect from AI Clones The purpose of this note is to tell you: 1)...
October 17, 2025 ·
My Answers to Your Questions about Gold Thank you for all the great questions about gold. I'm...
October 25, 2024 ·
Asset allocation represents the foundational framework through which investment decisions are...
October 9, 2024 ·
Investing in future technologies requires distinguishing between short-term innovation cycles and...
August 29, 2023 ·
The rise of renewable energy investments reflects a fundamental shift in global energy economics...
October 7, 2022 ·
Renewable energy investments are evaluated through the lens of long-term structural transition...
December 3, 2020 ·
The first decade of Family Capital was defined by the establishment of a disciplined and values...
Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity Note: To make this an...
April 2, 2020 ·
Chapter 1: The Big Cycles in a Tiny Nutshell As explained in the Introduction, the world...
August 10, 2019 ·
Real estate has long played a distinct role within long-term capital allocation due to its...
May 22, 2019 ·
Periods of market stability often mask the vulnerabilities that accumulate within portfolios over...
July 1, 2017 ·
Inflation alters the relative behavior of asset classes and challenges assumptions that hold in...
December 25, 2015 ·
By 2015, Family Capital expanded its investment scope to include renewable energy as part of a...
March 12, 2015 ·
Real estate investment strategies begin with an understanding that property behaves differently...
December 3, 2010 ·
Family Capital was established in 2010 in response to a growing disconnect between traditional...