How to Think About Pullbacks, Conviction, and Long-Term Opportunity. Volatility is often viewed as the enemy of investing. It is…
What if someone told you in July 2023 that AI would take the market to all-time highs — and keep…
A few weeks ago, we published a piece called Endure. Then Capitalize. The thesis was simple: this selloff had a political…
Good morning and TGIF friends — What a few weeks it’s been. Oil spiking. Headlines blaring. A war that closed…
I get asked a version of the same question almost every week: “Is this where things start to fall apart?”…