Valinor Wealth Management

Q2 2026 Portfolio Commentary

A Long/Short Longboat Update

Aug 2 • Taylor Herzog, CFA, CAIA

July 2026

Q2 2026 Market Commentary

Schrodinger's Ceasefire

Jul 12 • Taylor Herzog, CFA, CAIA

June 2026

The Icarus Public Offering (IPO)

Strap On Your Wax Wings (or SpaceX's Falcon Wings) and soar into the Warmth of The Sun's Stellar High Valuations

Jun 10 • Taylor Herzog, CFA, CAIA

May 2026

Q1 2026 Portfolio Commentary

A Long/Short Longboat Update

May 3 • Taylor Herzog, CFA, CAIA

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April 2026

How the Crown Conquered the Conquests of the Conquistador

Why blueprints of imperial wealth extraction offer the modern allocator a historically tested asymmetrical refuge from structural fiat debasement.

Apr 19 • Taylor Herzog, CFA, CAIA

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March 2026

Q4 2025 Portfolio Commentary

A Long/Short Longboat Update

Mar 1 • Taylor Herzog, CFA, CAIA

October 2025

Q3 2025 Portfolio Commentary

A Long/Short Longboat Update

Oct 6, 2025 • Taylor Herzog, CFA, CAIA

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September 2025

From Gold to Code

A first-principles look at the history of money and why Bitcoin is a possible ally for proponents of sound money.

Sep 29, 2025 • Taylor Herzog, CFA, CAIA

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Your Tax Loss Harvesting is Broken

Here's How to Fix It.

Sep 21, 2025 • Taylor Herzog, CFA, CAIA

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July 2025

What is Money?

Let us explore its nature, purpose, and properties.

Jul 7, 2025 • Taylor Herzog, CFA, CAIA

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March 2025

Japan

Why Now?

Mar 17, 2025 • Taylor Herzog, CFA, CAIA

Global Armaments

Why Now?

Mar 13, 2025 • Taylor Herzog, CFA, CAIA

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