ETF Site

INSIGHTS

Sign up to receive our latest updates and research.

Get our latest thinking straight to your inbox.

    Featured
    Filter by collection
    All Articles Investor Letters Nightpixels The Nightcrawler

    The Nightcrawler: A collection of thought-provoking articles and analysis on technology, innovation, and long-term investing written and published weekly by Eric Markowitz, Nightview Capital's Director of Research.

    The Nightcrawler
    The trillion-dollar AI race to create “Digital God”
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Follow him on X.  Subscribe below. In this evening’s email…  Quote of the week: “Victory belongs to the most persevering.” — Napoleon The trillion-dollar AI race to create “Digital …
    Aug 30 2024 Eric Markowitz
    Read more
    The Nightcrawler
    The thin line between genius and madman
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Follow him on X.  Subscribe below. In this evening’s email…  Quote of the week: “Waiting for perfect is never as smart as making progress.” — Seth Godin The thin …
    Aug 23 2024 Eric Markowitz
    Read more
    The Nightcrawler
    What investors can learn from the world’s most resilient shrub
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Follow him on X.  Subscribe below. In this evening’s email…  Quote of the week: “Art is never finished, only abandoned.” -Leonardo da Vinci What investors can learn from the …
    Aug 16 2024 Eric Markowitz
    Read more
    The Nightcrawler
    The long-term benefits of second-level thinking
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Follow him on X.  Subscribe below. In this evening’s email…  Quote of the week: “I am always doing that which I cannot do, in order that I may learn …
    Aug 9 2024 Eric Markowitz
    Read more
    The Nightcrawler
    The rebel who invented IBM’s first PC; How to escape “the black sheep paradox”
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Follow him on X.  Subscribe below. In this evening’s email…  Quote of the week: “Knowing what you don’t know is more useful than being brilliant.” — Charlie Munger The …
    Aug 2 2024 Eric Markowitz
    Read more
    The Nightcrawler
    Embracing uncertainty; A technological renaissance; Investing and investigative reporting
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Subscribe below. In this evening’s email…  Quote of the week: “Doubt is not a pleasant condition, but certainty is absurd.” Voltaire Embracing uncertainty as a competitive edge  In …
    Jul 26 2024 Eric Markowitz
    Read more
    The Nightcrawler
    Why I play the long game; The decade ahead for Amazon
    "Waiting helps you as an investor—and a lot of people just can't stand to wait." — Charlie Munger
    Jul 19 2024 Eric Markowitz
    Read more
    The Nightcrawler
    Could the disruptor become the savior?; The enduring value of persistence 
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Subscribe below. In this evening’s email…  Quote of the week: “If you don’t read the newspaper, you’re uninformed. If you read the newspaper, you’re misinformed.” — Mark Twain …
    Jul 12 2024 Eric Markowitz
    Read more
    The Nightcrawler
    Time arbitrage—and the importance of compounding; The revenge of the stock picker
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Subscribe below. In this evening’s email…  Quote of the week: “The problem with fiction, it has to be plausible. That’s not true with non-fiction.” ― Tom Wolfe  Time …
    Jul 5 2024 Eric Markowitz
    Read more
    The Nightcrawler
    The neuroscience of uncertainty; Long live the movie theater 
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research. Subscribe below. ***Special note*** Dear all, As you may have seen earlier this week, we announced the conversion of our Long Only Growth Equity strategy to an ETF, called …
    Jun 28 2024 Eric Markowitz
    Read more
    Load More ↗
    Linkedin X-twitter

    © 2024 Nightview Capital LLC.

    Contact Us

    Terms of Use
    Privacy Disclosures and Cookie Notice

    Sign Up For

      The opinions expressed herein are those of Nightview Capital and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nightview Capital, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. More information about Nightview Capital, LLC including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request.

      You are now leaving the Nightview Capital site and entering The Nightview Fund [ NITE ] site.

      View our ETF Site

      Enter your email address to download the Fact Sheet