Insights
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Currents: Looking Ahead in 2026
As we start a new year, we remind ourselves of where the financial markets have recently been, appreciate their perceived trajectory, and tilt our exposures…
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Currents: Money Markets, Treasuries and Gold
Money market rates are falling, but mortgage rates haven’t fallen as much. We remind investors why that is and what the implications are. And what’s…
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Currents: Concentration, Curves and the Future
US equity markets have surged the last few months, largely setting new all-time highs after a major correction and short-lived bear market in April. In…
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Currents: Valuations & The Price Of Optimism
US equity markets have surged the last few months, largely setting new all-time highs after a major correction and short-lived bear market in April. In…
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Currents: Currency Shifts, Tariffs & Global Investing
April was volatile and leadership in financial markets is changing. To us, volatility always signals change and we o er perspectives about how those changes…
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Market Update: Importance of Safety Assets
Given the swift and sharp stock sell o on Thursday and Friday, we wanted to share perspective about how we buy time, manage risk and…
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Currents: Looking Ahead in 2025
As we start a new year, it is natural to look to the future and attempt to project what will happen. Below are our thoughts…