INSIGHTS

Important Disclosures
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Watching War Impact on Economic Data

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Rocky Start to a New Year – Early Review of 1Q26

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Key Observations as We Enter Fourth Week of Geopolitical Conflict

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The Importance of the Strait of Hormuz

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Volatility Continues to Challenge Euphoria

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Breaking Down Supreme Court Ruling on Tariffs

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Key Takeaways from Rocky Start to 2026

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As Goes January, So Goes Rest of the Year

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A Look at Trump’s First Year in Office

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Themes for 2026 – Hedging the Dual Risk Era

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S&P 500 Earnings Season Outlook: What to Watch in 4Q25

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Annual Review of 2025

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Scoring our 2025 Investment Themes

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Powell’s Fed Likely Just Cut Rates for the Last Time

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Our Annual 12 Days of Christmas Wishlist for 2026

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Another Month With an Impressive Equity Turnaround!