13 February 2023 (updated) Strategic commentary on and professional analysis of the ongoing conflict in Ukraine: 13 Feb 23 17:45 EST - the War in Ukraine has just entered a radically different phase. As the war approaches the 1-year anniversary of an invasion date set to optimize fighting conditions for heavy tracked [ Read More ]
28 August 2022 Our Founder explains our interpretation of recent market action, our positioning, and our current expectations.
11 August 2022 Our Founder discusses why we were ahead of the July rally despite bearish views on the macroeconomic outlook and Federal Reserve policy.
Entertainment (credit: Columbia Pictures, Live).
Entertainment (credit: History Channel, Trevor Jones, Nirvana, Cardigans, Smash Mouth).
22 October 2021 How we see year-end unfolding plus a name we like right here.
27 August 2021 Our Founder discusses specific names highlighting what's worked and what hasn't so far this year, provides an update on some major themes discussed at our last virtual event, and outlines what we're watching going forward into YE.
A clip from our virtual event on 05 December 2020.
A clip from our virtual event on 05 December 2020.
06 May 2020 Some Americans' initial and relatively short-lived bravado for flattening the curve has quickly shifted over recent weeks. Ultimately, this is not surprising as the types of sacrifices that would have been required to sustain a suppression of the outbreak in the US have not been seen in generations. Now, many people either [ Read More ]