Investing in a Multipolar World – Expanding the Global Opportunity Set
July 13, 2026
Investing in a Multipolar World – Expanding the Global Opportunity Set For much of the past fifteen years, investors have had little reason to...
Market Commentary
July 20, 2026
Cooling the Jets
A Strong First Half for U.S. Equity Markets Equity markets to date have been on a good run, even as some AI-related stocks have pulled back. The second-quarter by itself was at least as good if not better than all of 2025’s strong performance. The driving force behind this has largely been the...
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Jobs Report Soft, But That’s A Good Thing
July 6, 2026
Our new Federal Reserve Chair, Kevin Warsh, was graced with a reprieve last week in the form of surprisingly low net new additions to non-farm...
Compression, Spark & Fuel
June 29, 2026
Last weekend, two friends met me at the boat for an 11:30 sail. Everything was ready. Lunches packed, lines ready to cast off, 12-15 knot winds in...
A Warsh Led Fed
June 22, 2026
Kevin Warsh Signals a Strong Focus on Inflation and Fed Credibility Kevin Warsh just held his first press conference as the Chairman of the Fed, and...
Football Unites the World
June 15, 2026
The FIFA organization, which operates the World Cup, anchors its mission with the slogan, “Football Unites the World”. Concurrently, and for the...
Reinvigorated
June 8, 2026
Federal Reserve Interest Rate Outlook and Inflation Trends Expectations for interest rate cuts by the Fed have nearly vanished in the wake of the...
Record-Low Sentiment, Record-High Stocks
June 1, 2026
Consumer Sentiment Remains Near Historic Lows Despite Economic Resilience Further illustrating the current backdrop on consumer sentiment is the most...
Australia’s Kangaroo Economy Bouncing Back
May 26, 2026
Struggling through the three years leading up to 2025, Australia’s economy faced a myriad of challenges. Higher inflation and rising interest rates...
Broader Than AI, But Still Uneven
May 18, 2026
Last week’s report by Cisco added yet more fuel to the AI fire that’s been driving stocks higher. The S&P 500 has risen approximately 24.4%...
Economic Resilience
May 11, 2026
Economic Resilience Amid Geopolitical Uncertainty Corporate profits keep coming in above expectations, with 87% of S&P 500 companies beating...
Autopilot
May 4, 2026
When Systems Optimize for the Wrong Outcome I drove down to San Francisco and back a few months ago with two neighbors. The 23-year-old in our group...
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