Monthly Commentary
August 2026 - The Yen Crisis Is Not Just Japan’s Problem
-1.png)
August 2026 - The Yen Crisis Is Not Just Japan’s Problem
Why the United States stepped into the currency market - and what investors should understand about the risks beneath the headlines.
August 06, 2026
July 2026 - When the Fed Speaks Less, Markets Move More
-1.png)
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
-2.png)
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
