Markets, capital, and power.
Independent investment research, historically grounded.
Shane Hixon, CFP® professional.
Latest issue
Issue 08Energy8 min read
Oil Is Still in Charge
Washington wants lower inflation, cheaper energy, and continued pressure on Russia. The oil market is demonstrating how difficult it is to have all three.
Read the issue
The House View
by Shane Hixon
The House View runs on the argument that most of what looks unprecedented has a precedent, and that the precedent is usually better documented than the present.
Markets · Investing · Portfolio Construction · Capital Allocation
Technology · Artificial Intelligence · Alternative Investments · Research
What the research covers
Most market commentary treats price as the subject. The work here is about the systems underneath it: how capital gets allocated, who decides, what constraints they are actually operating under, and what history says about how similar arrangements ended.
- Markets
- Companies
- Macro
- Technology
- AI
- Energy
- Infrastructure
- Portfolio Strategy
- Private Markets
Background
Five years at an independent registered investment advisor in Los Angeles, working with high-net-worth families on portfolio construction, allocation, and planning.
- Work
- Advised high-net-worth families as their day-to-day contact, owning allocation decisions and planning across retirement, tax, estate, and risk, and brought in clients of my own through referrals. Owned my team's structured note book. Built and maintained allocations across private equity, private credit, real estate, infrastructure, hedge funds, and interval funds, and ran the manager due diligence behind them.
- Systems
- Rebuilt my team's structured note management and trading system in Python and VBA, turning Schwab and Fidelity custodian data into automated position monitoring, call and maturity tracking, and reporting that replaced hours of manual work a week. Built a second to track business development outreach, in Python, VBA, and Excel.
- Credentials
- CERTIFIED FINANCIAL PLANNER® professional. California Life & Health Insurance License, current. Formerly registered, FINRA Series 7 and Series 66.
- Education
- UCLA, B.A. Economics and B.A. Sociology, 2022.