Something Good for the Month

May 2026

Read. Reflect. Re-energize.

Hidden Forces | Edward Luce | U.S. Grand Strategy & the Revenge of Geopolitics

In Episode 477 of Hidden Forces, Demetri Kofinas speaks with Edward Luce, columnist and US national editor at the Financial Times, about the history of American Grand Strategy and the revenge of geopolitics in a new age of multipolarity and great power competition.


Oaktree Capital| What’s Going on in Private Credit?

The general field called “credit” has seen massive innovation over the course of my career. Its popularity has increased steadily, and its scale and role in the world of finance have multiplied. The other day, an Oaktree colleague asked me about the developments that brought the credit sector to where it is today.


Farnam Street Blog | Accelerated Learning: Learn Faster and Remember More

You can train your brain to retain knowledge and insight better by understanding how you learn. Once you understand the keys to learning, everything changes—from the way you ask questions to the way you consume information. People will think you have a superpower.


Fast Company | Anthropic’s IPO march began with a Claude Code breakthrough

Claude Opus 4.5 turned Claude Code into a must-have tool for developers, giving Anthropic a powerful opening inside large enterprises.


Musings on Markets | Musings on Markets: to a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey

My not-so-profound thoughts about valuation, corporate finance and the news of the day


Instagram | Johnny Cash’s final performance of “Ring of Fire” came during his last public appearance in 2003

His health had declined significantly, but he insisted on performing, determined to keep sharing music with the people who had followed him for decades.


Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.

The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.

The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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