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?”…
I get asked this all the time. It’s a fair question.And I have a straightforward answer: No. But if you…
Good morning, friends — As you know, I typically wouldn’t send two emails within a week. But it’s also not…