March 12, 2026

2025 Q4 Quarterly Macro Review

Q4’s market commentary looks at why markets continue to go up as the world spins out of control.

Q1's commentary provides a primer on Artificial Intelligence.

Review markets from 2023 and a look ahead to 2024: The Old Normal.

Explore the 2024 Q4 investment impact of policy proposals on trade, taxes, immigration, and regulation.