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Economic and Market Review: Week of July 20, 2026
July 27, 2026
Global equities were mixed last week. U.S. stocks fell while international equities had modest gains. Brent crude oil revisited $100 per barrel as…
Economic and Market Review: Week of June 29, 2026
July 6, 2026
Most U.S. equity benchmarks were positive for the holiday-shortened week. The Dow Jones Industrial Average hit a new record. Oil prices fell to…
Economic and Market Review: Week of June 22, 2026
June 29, 2026
The week was characterized by a volatile rotation within U.S. equities. The technology sector suffered one of its worst weeks in months, while…
2026 Q2 Quarterly Commentary
July 15, 2026
Second Quarter 2026 Review: Strong quarter but time to curb our enthusiasm Executive SummaryDespite geopolitical tensions, a commodity supply…
2026 Q1 Quarterly Commentary
April 15, 2026
When we mentioned “policy overreach with unintended consequences” as a risk for 2026, a war with Iran was not our base case. We believe the…
2025 Q4 Quarterly Commentary
January 15, 2026
While it may have appeared unlikely in the throes of post-Liberation day volatility, 2025 ended up being a very fruitful year for investors. Each…