The Market in Pictures, October 10

by | Oct 10, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from money supply to inflation and rates, low quality and high quality businesses, and expectations for earnings and stocks going into...
What’s Old is New

What’s Old is New

by | Oct 4, 2025 | Market Updates, Most Read

We are witnessing a monetary regime change. I’m not sure investors fully appreciate what that means. I know we talk about a lot of stuff, but I’m focused on this single concept below as it strikes me as the single most important thing I could point out to long-term...

The Market in Pictures, October 3

by | Oct 3, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to data centers and a solid economy, to weak housing and limited equity supply. Have a great...
What’s Old is New

Arming Yourself Against Dollar Debasement

by | Aug 4, 2025 | Market Updates

This month’s post is designed to elaborate on our general thinking, but more specifically, on the release of our Purchasing Power Protection Sleeve (‘PPP’), which includes allocations to Bitcoin and Gold in a 70/30 respective split. Any of the content here can be more...