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Investor Brief: Why It’s Worth Revisiting AI

Wall Street Journal columnist Jason Zweig once described his job as writing about the same ideas “between 50 and 100 times a year” without sounding repetitive.¹

Investment Commentary: Q3 2026

With gas prices creeping higher, fuel economy is more relevant than ever.

Investor Brief: Every Move You Make

If you don’t know by now, I’m sorry to tell you that the lyrics of The Police’s most famous song, “Every Breath You Take,” are not romantic but are about stalking an obsession.

Investor Brief: Bonds – Shaken, not Stirred

Unless you are living a blissfully unplugged life, you’ve likely seen recent headlines announcing a rise in bond yields and the national debt, which recently crossed 4.79% (see second chart below) for the 10-year Treasury and $40 trillion, respectively. While the bond market may seem boring compared to the stock market, its movements send important...

Investor Brief: Talkin’ ‘Bout Their Generation

Investor Brief: Are We in Bubble Trouble?

As the market marches higher, the bubble question keeps re-inflating.

Investment Commentary: Q2 2026

When uncertainty dominates the conversation, maintaining perspective is often the most valuable investment strategy of all.

Investor Brief: Are We Losing the Plot?

At its June meeting, the Federal Open Market Committee (FOMC) voted unanimously to hold the federal funds rate steady in a range of 3.5% to 3.75%.

Investor Brief: Countdown to Launch

We recently wrote an Investor Brief on the widely anticipated potential SpaceX initial public offering (IPO) (based on recent filings and media reports; IPO timing, size, and structure remain subject to change based on market conditions and regulatory review).

Investor Brief: Give it to Me Strait

As of May 1, 2026, the United Arab Emirates (UAE) has formally withdrawn from OPEC and OPEC+, ending nearly six decades of membership.1 On its own, that’s a notable development: a major producer stepping away from coordinated supply management in pursuit of greater flexibility. Coming on the heels of the functional closure of the Strait...

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Investments

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