Off The Charts
Andrew SarnaA picture is worth a thousand words. Daily charts and maybe a podcast or article I found interesting, every morning.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 701 | Subscribers | Read | offthecharts.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Defense & The China Bubble
Revisiting yesterday’s topic on concentration, a friend shared this excerpt, from billionaire co-founder of Danaher.
Concentrated Positions
Occasionally, I work with clients whose net worth is largely tied up in a single concentrated position. I wanted to explore what the data suggests, as behavioral biases often lead to the continued holding of that position.
Do Privates Outperform? 🏆
Mid year private market marks are coming in, the data below is from Hamilton Lane.
When the Mutual Funds Come... Run 👟
US real GDP continues to show no signs of an economic slowdown. The latest estimate from the Atlanta Fed has US real GDP growing 3.2% annualized.
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