Wealth Stack Weekly
Private investing insights for smart people
Here’s what I do differently now.
Investors are often conditioned to focus on returns—annual performance figures, benchmark comparisons, and headline-grabbing gains.
How sophisticated investors use debt to control timing, taxes, and opportunity.
This document is operational. It assumes you've read the main issue, passed all three gates, and are now evaluating a specific deal.
Debt is often framed as a liability on the balance sheet, but for sophisticated investors it functions more precisely as a liquidity instrument.
Why inflation rewards systems, not headlines
This structural dominance is not anecdotal—it is mathematical.
The two fund designs that keep your capital hard at work
The Structural Evolution of Private Markets Capital
Why coordination (not fundamentals) drives the wildest price swings.
The Hyper liquidity Risk of Public Markets
Early return of capital across deals changes portfolio math
