Editor’s note: This market commentary was originally shared with RollingWave Capital subscribers in early September 2026. Market conditions and opinions…
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…