March 4, 2025

2024 Q4 Quarterly Macro Review

We focus on the investment impact of Trump policy proposals regarding trade, taxes, immigration, and regulation. Listen to the commentary below, or by clicking here.

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2023 Q3 Quarterly Macro Review

It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?

2022 Year Ahead - Time of Reckoning

For the investment world, 2021 was an absolute capital markets party. In the face of the pandemic, money rained from th…

2025 Q3 Quarterly Macro Review

Q3's market commentary answers big questions on AI and the technologies usefulness in how we live and market responses.