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
April 2026 - When Correlations Rise
April 2026 - When Correlations Rise
Dear Investors and Friends, March was an interesting month. Geopolitical developments, including rising tensions involving Iran, contributed to a meaningful increase in oil prices.…
April 21, 2026