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Our Latest Insights

July 23, 2025

Quarterly Perspective for 2Q.25

The second quarter came in like a shark and went out like a kitten.  The first six trading days of the quarter were wracked with tariff fears and selling, then we got the policy reversal, and then investors increasingly traded stable assets for those that had more upside potential.
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April 22, 2025

Quarterly Market Summary for Q1 2025

Of Pianos, Mattresses, and Light Switches - Why it is Especially Challenging to Manage Assets in this Environment
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April 4, 2025

Market Thoughts April 4, 2025

In negotiations, it can be valuable to create the impression that you are willing to take bigger risks than your adversary.  Oftentimes,...
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