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    Alternative Investments

    Michael Burry's Stock Market 'Supervolcano' Warning

    TL;DR: I read Burry's argument twice before writing this. He doesn't say the market falls next week. He says something harder to sit with. A record high can hide a weak foundation, and the recovery a…

    Jeff Barnes, MBA··5 min read
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    Crypto & Digital Assets

    Bitcoin Whale Wallets Hit a Record Below $80,000

    TL;DR: Bitcoin dipped below $80,000 on October 15, then recovered above $82,000. Santiment now counts a record 20,338 wallets holding 10 to 10,000 BTC, after a rise that began in mid July. That sugge…

    Jeff Barnes, MBA··5 min read
    A futuristic, softly lit art storage hall with tall racks of wrapped paintings and two distant silhouetted visitors standing before one canvas.
    Alternative Investments

    Gen Z Art Collectors Spend Big and Share Little

    TL;DR: Gen Z collectors spent an average of $347,460 on fine art in 2025, according to Funds Society , reporting on the Art Basel and UBS global collecting study. They also share their collections le…

    Jeff Barnes, MBA··5 min read
    A gold-tiered quantum computer cooling unit hangs in a laboratory, with a long aisle of server racks receding into the distance behind it.
    Alternative Investments

    Quantum and AI Infrastructure: What Investors Should Ask

    TL;DR: A guest post in The Quantum Insider on October 17, 2026 argues that quantum computing could add a new layer of demand on top of AI infrastructure spending. It is an opinion piece from an autho…

    Jeff Barnes, MBA··6 min read
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    Private Equity

    Private Equity Owns Under 4% of U.S. Hospitals, Study Finds

    TL;DR: A WashU study finds private equity owned 3.5% of U.S. short term acute care hospitals in 2024, and about two thirds of acquired hospitals changed owners again within five years. If you're pitc…

    Jeff Barnes, MBA··5 min read
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    Regulatory & Compliance

    IMF: US Can't Grow Its Way Out of $1T Interest Bill

    TL;DR: The IMF said Wednesday that the U.S. can't grow its way out of a debt load that cost $1.14 trillion in net interest in fiscal 2026, up 11% in a year, according to The Center Square . Treasury …

    Jeff Barnes, MBA··6 min read

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