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.

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.

A recent piece in the Wall Street Journal noted something that feels trivial at first glance but isn’t: people don’t dance ...

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 ...