Dow 100,000
April 20, 2026
We appeared to be very close to a total win over Iran on Friday, but Iran fired on a ship in the Strait of Hormuz on Saturday, suggesting the...
Market Commentary
April 27, 2026
An Investment Scrum
If you follow sports, you will appreciate that I was able to watch my son play rugby. I was new to the sport and had to learn the rules and scoring. Action often was stopped for an “infringement of the rules”. Play restarts after a “scrum”. If you’ve never seen one, it “engages” as...
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Comparing Private to Public BDCs
April 14, 2026
The very significant differences between public and private BDCs imply sharply different outlooks for these entities at a time when credit quality is...
Private Credit and how it differs from Public Credit
April 13, 2026
Private credit has led asset management growth in recent years, fueled by demand for double-digit returns. However, the tide has turned dramatically...
Living With War
April 6, 2026
Economic Growth Rebounds While Geopolitical Risks Increase Uncertainty Growth appears to have rebounded after a spell of nasty weather slowed the...
Holding Up
March 30, 2026
Market Volatility, Geopolitical Risk, and Investor Sentiment Lots of fear and negativity in the markets and current news cycle. Where to begin?...
One World, Two Systems
March 23, 2026
Amid the current focus on the U.S.–Israel–Iran conflict, China has quietly released signals around its 15th Five-Year Plan. While not a dramatic...
Pressure and Heat: How New Technologies Reshape the World
March 16, 2026
Technological Disruption: Lessons from the Rise of Lab-Grown Diamonds In 1954, a team of scientists at General Electric’s research lab in...
No Shortage of Near-Term Uncertainty
March 9, 2026
Geopolitical Tensions Continue to Influence Global Markets Oil prices have increased notably, as the war with Iran enters its second week. Iran is...
Quick Thoughts about Iran
March 2, 2026
Economic Effects Oil prices are seeing a knee jerk surge Monday morning, but we consider a sustained closing of the Strait of Hormuz to be unlikely....
Defense Wins Championships in Football and Fixed Income
February 23, 2026
This year’s Super Bowl matched up the two defenses that allowed the fewest points per game this season. We do not think this is a coincidence....
Time to Fret, As Usual
February 17, 2026
Market Volatility, AI Fears, and the Latest Selloff Spoiler alert: if you are inherently pessimistic and unwilling to consider any optimistic view of...
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