My name is Jonathan

Since 2002, I’ve advised key decision makers from the executive suite to the front lines across industries and markets. Welcome to my journey.

About Me

I’ve spent 20+ years analyzing and forecasting complex assets at the highest levels of the economy – deals across public and private equity, real estate, and commodity markets. From managing money for HNW clients to helping DIY investors manage their own to using the insights to advise business leaders around the world, the goal has been the same: generate alpha.

Here are some notes
from the journey…

The next chapter…

In 2018, I had ceased publication of my paid newsletter and while I was still writing articles for GuruFocus, my main work was with business leaders. By 2019, I had started a company called Key Bridge, named after a landmark here in Washington, DC; and as a foundational tenet of the new service. A pandemic and many rounds of golf later, we’re building again.

Washington, DC 20003