Ideas from the other side.
Featured research and independent market thinking from Other Side Asset Management.
August 2026: The Audible
Every NFL coaching staff walks into Sunday with a game plan. Coaches spend the week studying film ... personnel packages ... formations ... tendencies ... down-and-distance probabilities. They dissect what an opponent has done, where they've had success, where they've struggled and, ultimately, construct a game plan they believe gives their team the highest probability of winning. There's just one small problem ... The guys on the other sideline have been doing the exact same thing. You can prepare for what you believe you're going to see. You can study historical tendencies and assign probabi…
August 24, 2026
June 2026: Recalculating..
Recalculating If you’ve driven anywhere unfamiliar in the last decade, you’ve probably had the same experience. You enter a destination into your GPS, pull out of the driveway, and begin following the route. A few miles later, traffic builds unexpectedly … construction appears … an accident closes a lane … or maybe you simply miss a turn. Almost instantly, the GPS responds with a single word: “Recalculating.” What’s remarkable is what happens next … the GPS doesn’t become emotionally attached to the original route. It doesn’t insist that the first set of directions was correct. It doesn’t argue with reality….
June 26, 2026
Working with outdated maps!
Working with outdated maps Many of our readers know that after spending most of our lives in New Jersey, my wife and I eventually moved down to Raleigh, North Carolina in 2012. What many don’t know is how we actually got here. A lifelong friend of mine, more like a brother than a friend, spent much of his adult life traveling alongside the foreign state department. Years ago, we asked both he and his wife a simple question: “If you could live anywhere in the world, where would it be?” Without hesitation, in complete unison, they answered: “Fuquay-Varina… Holly Springs,…
May 23, 2026
Q1 2026: The board didn’t change; the position did!!!
The Board Didn’t Change… The Position Did Last month, we framed the environment through a game of chess … not because markets are a game—but because the analogy holds: The outcome is rarely determined by a single move … but by the position that move creates. We also noted: When pressure builds, it doesn’t create weakness—it reveals it. Over the past several weeks, the pressure has only intensified … geopolitical headlines have accelerated … energy markets have moved violently. Narratives have grown louder… and more certain … and yet—markets are higher! Which raises a simple question: If the story hasn’t…
April 29, 2026
The move Everyone misread!
The move everyone misread In 1997, Garry Kasparov—the best chess player in the world—sat down across from a machine: IBM’s Deep Blue. Kasparov wasn’t just a champion—he was the champion. The consensus from commentators, grandmasters, and analysts alike was clear: experience, intuition, and human judgment would ultimately win. Machines could calculate… but they couldn’t understand. Then came Game 2. Deep Blue made a move that stunned everyone watching. It didn’t follow conventional logic. It didn’t “look” right. Commentators scrambled to explain it—assigning deep strategic brilliance to what appeared to be a masterstroke. Kasparov saw the same thing. And that’s where…
March 25, 2026
Crosswinds in March!
Crosswinds in March March 12–15, 1993 … The “Storm of the Century” … also known as the Great Blizzard of ’93! A group of close friends and I were driving down I-95 from the University of Connecticut to Daytona Beach, Florida for Spring Break. In hindsight, it wasn’t the smartest decision we’d ever made?! At the time, it didn’t feel questionable … It felt tense. The snow was coming down hard enough to erase the horizon. The only visible path forward were the well-packed strips of snow carved out by the 18-wheelers ahead of us. We stayed in their tire…
February 28, 2026
Q4 2025: Feelings often lag Reality!
Always darkest before the dawn There’s an old saying that it’s always darkest before the dawn. Not because the night suddenly gets worse, but because human perception is at its weakest just before conditions begin to change. Markets behave the same way. They tend to stabilize and recover before confidence returns. Prices respond to improving conditions long before people feel them. By the time things feel better, markets have often already moved. That disconnect — between perception and process — is where we find ourselves today. There’s a strange tension in the economy right now, and it’s one we see confuse investors more…
January 27, 2026
December 2025: Odometer vs. Speedometer!
Odometer vs. Speedometer! Most people don’t drive by staring at the odometer … they watch the speedometer. The odometer tells you how far you’ve gone. The speedometer tells you what’s happening now. Markets work in a similar fashion. The level matters, but the rate of change in both growth and inflation is what actually alters behavior, expectations, and decision making. Every cycle has a moment when the narrative stops evolving. Inflation is assumed to be sticky. Prices are assumed to stay high. Growth is assumed to be fragile. Once assumptions harden, debate narrows … and that is often when the…
December 31, 2025Let’s look at your position from the other side.
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