Posts in Insights

Bitcoin in Portfolios

Bitcoin. It’s a word that excites some and unnerves others. Once confined to the domain of Reddit forums and your eccentric cousins’ Thanksgiving[…]

Liberation Day: Trump, Tariffs, Trade

With President Trump doubling down on his trade agenda in his second term, a new round of sweeping tariffs has investors, businesses, and[…]

Liberation Day: Trump, Tariffs, Trade

With President Trump doubling down on his trade agenda in his second term, a new round of sweeping tariffs has investors, businesses, and[…]

Artificial Intelligence: Not Your Grandpa’s Tech Boom

Artificial Intelligence (AI) has witnessed explosive growth over the past few years, evolving from niche technology to one of the most transformative forces[…]

U.S. Economy: A Cycle Unlike Any Other

The current business cycle is anything but ordinary, diverging significantly from historical norms and shaped by transformative structural shifts. These changes, driven by[…]

The Fed’s Ghost: Its Hunt For Neutral

In the dimly lit corridors of monetary policy, the Federal Reserve is chasing a ghost – the elusive “neutral rate” of interest, or[…]

Casting a Wider Net: Can the Majority Turn the Tide on the Minority

The seas of the market are vast and deep, yet in recent years, a few oversized fish have captured all the attention, creating[…]

Captain America: U.S. Exceptionalism

The familiar narrative of foreign markets poised to outshine the U.S. has once again emerged. Yet, time and again, America’s markets have proven[…]

Policy & Politics: Playing the Trump Card

The Republican clean sweep in Washington has set the stage for what many are calling “Trumponomics 2.0.” With the deck now stacked in[…]

Direct Indexing: Explained

Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air of sophistication. Instead, we believe in[…]