Newsletter

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  October 12, 2026

  The S&P 500 Is Winning. Most Stocks Aren’t.

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  October 5, 2026

  5% Treasury Yields: Is It Finally Time to Add Duration?

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  September 28, 2026

  Five Questions I’m Watching as 2026 Heads Into the Fourth Quarter

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  September 18, 2026

  Markets, Bets & Predictions:Where Does Investing End and Gambling Begin?

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  September 8, 2026

  The Most Underrated Skill in Investment Management

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  August 24, 2026

  The Bond Market Is Sending a Message. Are Investors Listening?

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  August 17, 2026

  The Concentration Story Isn’t What You Think

• August 13, 2026

  Small Caps Are Back: Inside the Russell 2000’s Best First Half Since 1991