“Any fool can know. The point is to understand.”

Albert Einstein

Altus Insights provide a critical perspective on market news, commentary and relevant topics for today’s alternative asset investor.

  • The Sacred Cow

    Insight

    Congratulations! If you are reading this, you made it through another year. And what a…

  • When Reality Breaks from the Script

    Insight

    Twelve months ago the country (re) elected a new president. At the time of the…

  • Rethinking Risk

    Insight

    It is admittedly difficult for me to not write about the effects of the current…

  • There is no Alpha in Consensus

    Insight

    By Garrett Buffo Garrett Buffo originally started working for Altus as an unpaid intern during…

  • The Cost of Clarity

    Insight

    In July of 2023, which is unbelievably only two years ago, I wrote about the…

  • The Big, Beautiful Insight

    Insight

    Altus Insight readers are well aware of the low regard in which I hold our…

  • Conviction in Formation

    Insight

    I really struggled in writing this Insight-not for lack of content, but rather because the…

  • Tariffying Assumptions

    Insight

    I strongly believe it is always important to be aware of-and ideally disclose-our biases. We…

  • Chaos

    Insight

    That was unexpected. Brutally so. The economic-news feeds lighting up my inbox with headlines like…

  • A Curmudgeon

    Insight

    With my recent birthday, I am all the more ensconced in my middle ages, but…

  • Crazy Making

    Insight

    I hope Insight readers will forgive us if this edition is a little (or a…

  • Of Debt and Presidents

    Insight

    January was quite the month. Of the forty-six people to hold office prior to Trump’s…