Equity Market Perspectives: Growth Is Expected to Continue
After equity markets continued to reach new highs in 2025, there have been renewed concerns about elevated valuations. Are stock prices outpacing underlying fundamentals, or is there still room to run? Many factors influence market performance—government policies, geopolitical events, economic growth, inflation, interest rates and even the headlines. Yet over the long run, one of […]
November Market Insights: Wealth In A Capex Supercycle
Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the product of energy times intelligence: energy channeled into artifacts that enhance human life. American […]
September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War
Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597) Download this PDF here. The edge of transformation Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating the closing months […]
August Market Insights: The Unreasonable Rally
Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – George Bernard Shaw, Maxims for Revolutionists Download this PDF here. The new American framework for a […]