Facts at the Dawn of 2026

Let’s start where we left the discussion in the last commentary.  Rising Japanese yields are sending a warning signal, especially when we consider the statements of the Japanese central bank regarding forthcoming interest rate increases. The rate differential in...

Weekly Market Update

This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led...

Geopolitics & the Day After

This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led by Nicholas Kristof. We...

The Wooden Nickel

The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than make formal proclamations or projections....

Weekly Market Update

This Advent, we encourage you to support worthy causes that bring hope and healing to those in need by giving to organizations that we as a firm and as individuals support, such as Mercy Ships, Gifts to Children of Ukraine, and initiatives led by Nicholas Kristof. We...