2026

View the video of this post here.     The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the 2nd largest IPO, Saudi Aramco ($25.6 billion raised in 2019). At […]

Key Points Practical Framework for Dark Data Discovery Dark data discovery is the process of identifying and managing unused or unknown information across systems and storage locations. Examples of dark data include old file shares, PST archives, legacy backups, chat exports, log files, and orphaned cloud storage. Dark data discovery matters because it reduces compliance […]

View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) Active Managers Go All-In Active managers reduced their equity exposure down to 35% back in April […]

Key Points Workload Classification: Segment virtual machines by behavior, SLA tier, and performance needs to determine whether thin or thick provisioning best supports each workload. Thin Provisioning Efficiency: Thin provisioning maximizes storage utilization by allocating space on demand but requires continuous monitoring, headroom management, and reclaim operations to prevent over-commitment. Thick Provisioning Performance: Thick (especially […]

View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as we head into the second half of 2026. Topics will […]

Key points ITAM pricing varies based on asset volume, feature depth, and whether vendors charge per device, per user, by tier, or via flat-rate licensing. ITAM cost extends to implementation, administration, and the labor cost of manual processes and disconnected tools. Organizations waste 25%–30% of IT budgets on underutilized licenses and redundant tools. Without automated license tracking, […]

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]

Key points Microsoft Entra is Microsoft’s unified identity and access management platform, centralizing authentication and authorization across Microsoft 365, Azure, SaaS applications, and hybrid environments. Microsoft Entra ID, formerly Azure Active Directory, enforces conditional access policies, device compliance, and identity governance across cloud and on-premises environments. Successful hybrid device join deployments require validating DNS resolution, […]

In today’s digital economy, software quality is business quality. Yet many leaders still view testing as an optional cost something that slows delivery instead of accelerating it. The truth is the opposite: testing is a business enabler that reduces risk, saves money, and drives faster, more confident releases. This article explains the why behind testing […]

View the video of this post here. Something I’m excited about is a new offering from YCharts called Communities. It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for investment research and client communication. That means instead of trying to recreate the charts […]