Featured Articles
American Industrial Renaissance: Fact or Fiction? | Weekly Market Commentary | April 27, 2026
The “American Industrial Renaissance” is an investment theme investors and allocators alike have probably been pitched several times, or at the very least heard about.
The Economy Takes Multiple Shocks in Stride | Weekly Market Commentary | April 13, 2026
Outside of energy commodities, capital markets posted a downbeat March as cross-asset volatility spiked in response to the outbreak of hostilities in the Mideast, and kicked off April in similar, choppy fashion before posting a swift bounce following last Wednesday’s two-week ceasefire agreement
Earnings Likely to Grow Double Digits Again; Will Markets Care? | March 30, 2026
Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast and related moves in oil prices and interest rates. At the risk of writing about something that markets may not care much about right now, here we share some thoughts on the upcoming earnings season and the earnings outlook for the rest of the year.
Important Update: Mailing Checks for Tax-Year Contributions | March 26, 2026
If you mail contribution checks close to year-end deadlines – for IRAs, HSAs, charitable gifts, or other tax-timed transactions – please read this.
Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | Weekly Market Commentary | March 23, 2026
Corporate credit markets have become unsettled about the potential for advanced agentic AI tools from firms such as Anthropic and OpenAI to automate functions across legal, analytical, marketing, and sales workflows, effectively targeting the software as a service (SaaS)/enterprise software space.
Why Oil Prices Matter Less — But Still Move Headline Inflation | Weekly Market Commentary | March 16, 2026
The latest data from the U.S. Energy Information Administration (EIA) shows that the U.S. has firmly established itself as a net exporter of total petroleum products, a shift that first occurred in 2020 and has continued for several years.
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