January has flown by and it’s been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for ...

Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own ...

It doesn’t look like 2026 will be the year to add consumer discretionary companies to your portfolio. Maybe the opportunity ...

Today we continue anticipating 2026, this time shifting for the first part of the letter from economic issues to geopolitics ...

Every so often, a single word surfaces and cuts through the noise. If you’re like me, you know the noise all too well. It’s the stream of emails that pile up overnight. The editorial pieces that ...

Are you ready for the biggest IPO of all time? SpaceX is preparing to go public in 2026. It’s targeting a $1.5 trillion valuation, which would make it the biggest IPO of all time. This news has lit a ...

Just like adding any position to your portfolio, the fund in question must have some sort of purpose for being there.

Financial market news has seemingly become all tariffs, all the time. The president’s plan, whatever it is, seems to spring from his belief that trade deficits are bad and must be eliminated. Tariffs ...

Debt is a curse that can also be a blessing, depending on how the borrower uses it. Sadly, human nature seemingly ensures we often use debt unproductively—and not just as individuals. Governments have ...