It’s been a rough few weeks in the market, and I don’t believe it’s getting better for a while longer. I hate to join many others in sharing my pessimism about the near-term, but all the indicators I follow point toward a meaningful pullback. But while the timbre of other commentary is laced with fear […]


I’m an investor in an early stage global macro fund. Each month, we publish a newsletter with our thoughts on the market and our fund’s performance. I’m now publishing an edited version of that newsletter here, so a broader audience can participate in the conversation. In our March letter, we reiterated our view that the […]


I’m an investor in an early stage global macro fund. Each month, we publish a newsletter with our thoughts on the market and our fund’s performance. I’m now publishing an edited version of that newsletter here, so a broader audience can participate in the conversation. In February’s letter, we stated our expectation that there would […]
Hi, I’m Adil Wali. I became a Microsoft certified professional at age 14, started my first web development company, and never looked back. Since then, I’ve been a founder, advisor, and investor to a number of startups in the world of fashion, e-commerce, and education technology.

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I’m an investor in an early stage global macro fund. Each month, we publish a newsletter with our thoughts on the market and our fund’s performance. I’m now publishing an edited version of that newsletter here, so a broader audience can participate in the conversation. February’s market performance has continued to be rocky, confirming our […]
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