How the Fed under Kevin Warsh may impact Markets
The Federal Reserve plays a central role in financial markets and the economy, and its importance has only grown in recent decades. From the 2008 global financial crisis to the inflationary period...
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OPEC, Tariffs, and All-Time Highs: Macro Events and Long-Term Investing
For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past few decades, however, macroeconomic developments have increasingly influenced...
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Oil at $100
Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few days, approaching levels last seen in 2022 when Russia invaded Ukraine. This has driven significant...
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2026 Outlook: 7 Key Themes
For the sixth time in the last seven years, the stock market is on track to deliver double-digit returns. This remarkable streak, interrupted only by the 2022 inflation-driven downturn, has left...
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Risk Management Amid Credit Concerns and Cockroaches
There's an old saying that criminals rob banks because that's where the money is. However, in today's financial system, money isn't just in banks anymore, but across different types of financial...
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Strong Corporate Profits can Drive Growth
As the corporate earnings season ramps up, markets are shifting their focus from geopolitical concerns to tangible evidence of how businesses are performing. With the stock market hovering near all...
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