What in the World?!
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05 Aug 2026
Momentum Meltdown
When market leadership narrows, how fragile does momentum become?
29 Jul 2026
Debt is the Bet
What happens when debt gets more expensive?
23 Jul 2026
Video
Refinery Crack Spreads Hit New Highs
Are energy profits heating up?
15 Jul 2026
The Great Rates Debate
Could the market be calling the Fed’s next move?
08 Jul 2026
Wegovy, Wings, and Wishful Thinking
What if the better signal is in the stands, not the forecast?
02 Jul 2026
Punching Above Your Weight
When should markets fear what sports celebrate?
26 Jun 2026
You Are What You Deplete
Are oil reserves covering up a bigger problem?
17 Jun 2026
Video
The One Stock Reshaping Emerging Markets
Has AI changed EM investing?
10 Jun 2026
No Country for Old Buffets
What happens when AI charges by the bite?
03 Jun 2026
Short Memories
When does hype become a warning sign?
28 May 2026
The Market’s Turkey Problem
Is this market more fragile than it appears?
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30
Years of investing experience
$150+B
Assets under management