July 2026 - When the Fed Speaks Less, Markets Move More
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July 2026 - When the Fed Speaks Less, Markets Move More
Why one of the most divided Federal Reserve meetings in three decades reinforced the importance of preparing for uncertainty.
July 30, 2026
June 2026 - What I Noticed About America by Leaving It
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June 2026 - What I Noticed About America by Leaving It
Dear Investors and Friends, A Question Worth Asking As our nation approaches its 250th birthday on July 4, 2026, I have found myself reflecting on a simple but profound question: H…
June 10, 2026
May 2026 - Oil, Inflation, and the Fed: What Happens Next?
May 2026 - Oil, Inflation, and the Fed: What Happens Next?
Dear Investors and Friends, In recent weeks, rising geopolitical tensions, particularly involving Iran, have contributed to a meaningful increase in oil prices. That move has alrea…
May 01, 2026