Insights

Campaign promises grab headlines. What the US Congress can actually pass matters more to capital markets.

Trump tariffs grab headlines, but uncertainty carries the bigger economic cost.

Gaining extraordinary wealth isn’t exploitation. It’s the mathematical culmination of sustained growth, customer obsession, and compounding.

Gold has finally broken its old inflation-adjusted high. The harder question is whether history now supports the price.

While media pundits are fixated on risk, the real story is what’s quietly working behind the scenes. Several overlooked positives continue to support equities.

Economic growth and corporate earnings nicely exceeded expectations in 2025. Can 2026 deliver similar economic growth?

Global markets climbed a “wall of worry” in 2025 as growth and earnings beat expectations, especially in Europe.

Private credit solved the post-2008 lending gap, but it may be repeating the system’s old mistakes, this time with cleaner spreadsheets.

Markets look calm, central banks look confident, and valuations are getting debated as reasonable. That’s usually when economics starts whispering, “Look closer.”