Stagnant Q1: Reemergence of Inflation Risk and Economic Uncertainty
Most of the undercurrents that I highlighted at the beginning of 2026 have continued with decent velocity. Risk appetite is
Portfolio Positioning for 2026 and Beyond...
At first glance, the market looks stretched. The S&P 500 is trading more than ten percent above its
Risk Management - 2026 Positioning
As we begin thinking seriously about how capital should be positioned for 2026, the market has once again entered a
Position Updates from 2025
Here is a list of overall returns and YTD returns of stocks that we covered in our newsletter in 2025.
Deregulatory Environment Fueling Bull Market - Positioning After of The Fed
Markets don’t run higher in a vacuum. Every cycle has a catalyst, and in 2025, the backdrop is unmistakable:
September Market Outlook
Markets are currently pricing in a 92% probability of a 25bps rate cut at the upcoming September 17th FOMC meeting.
Jackson Hole to Trigger Extended Rally
The labor market squeeze has finally shifted the Fed’s stance on the probability of rate cuts at the upcoming
Q4 Game Plan & Outlook
We’re about 45 days from the close of Q3 and roughly a month away from the next FOMC decision
Is the AI Bubble Going to Pop?
The defining market story of the past two years has been the AI trade. We’ve witnessed historic runs across
