Bitcoin in Portfolios
Bitcoin. It’s a word that excites some and unnerves others. Once confined to the domain of Reddit forums and your eccentric cousins’ Thanksgiving rants, it has now made its way into mainstream financial conversations.
Liberation Day: Trump, Tariffs, Trade
With President Trump doubling down on his trade agenda in his second term, a new round of sweeping tariffs has investors, businesses, and global leaders scrambling to assess what comes next. In this post, we’ll break down why tariffs matter, what’s driving the latest moves, and what it could all mean for the economy going […]
Artificial Intelligence: Not Your Grandpa’s Tech Boom
Artificial Intelligence (AI) has witnessed explosive growth over the past few years, evolving from niche technology to one of the most transformative forces in the global economy. While AI has long been a part of technological discourse, its prominence has skyrocketed over the past decade. Just ten years ago, only a handful of companies touched […]
U.S. Economy: A Cycle Unlike Any Other
The current business cycle is anything but ordinary, diverging significantly from historical norms and shaped by transformative structural shifts. These changes, driven by exogenous shocks and powerful trends, have altered the traditional cyclical trajectory of expansion, peak, contraction, and trough. As we entered last year, many experts predicted a slowdown or even a recession, citing […]
The Fed’s Ghost: Its Hunt For Neutral
In the dimly lit corridors of monetary policy, the Federal Reserve is chasing a ghost – the elusive “neutral rate” of interest, or r*. This phantom benchmark, where policy neither stimulates nor restricts growth, remains an ever-fleeting mystery. Despite guiding the economy to a soft landing, the Fed’s war is far from won. Even with […]
Casting a Wider Net: Can the Majority Turn the Tide on the Minority
The seas of the market are vast and deep, yet in recent years, a few oversized fish have captured all the attention, creating waves impossible to ignore. These ‘Magnificent 7’ (Mag 7) stocks have powered equity markets to remarkable heights, overshadowing broader opportunities lurking just below the surface. As we peer into this year, it’s […]
Captain America: U.S. Exceptionalism
The familiar narrative of foreign markets poised to outshine the U.S. has once again emerged. Yet, time and again, America’s markets have proven these expectations wrong. Fueled by relentless innovation, world dominating companies, and an unparalleled ecosystem for success, the U.S. continues to set the standard for resilience and growth. Amid global challenges, the U.S. […]
Policy & Politics: Playing the Trump Card
The Republican clean sweep in Washington has set the stage for what many are calling “Trumponomics 2.0.” With the deck now stacked in their favor, we’re being dealt a new hand of economic policy as focus shifts from the drama of the election’s outcome to its impacts. While the timing and scope remain up in […]
Direct Indexing: Explained
Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air of sophistication. Instead, we believe in cutting through the confusion by educating investors – empowering them to truly understand how these tools work, the benefits they provide, and the risks they may carry. With this knowledge, investors can […]
Fixed Income: Clear Opportunity or Just a Mirage
Investors have long turned to public fixed income investments for their traditional attributes of income generation, capital preservation, and safety during volatile markets. However, we now find ourselves navigating through an exceptional chapter of the bond market’s story. The unprecedented phenomenon of three consecutive years of negative total returns challenges our conventional understanding, prompting a […]