Insights
Quarterly Investor Notes
2026
Q3 The Fed Acts, Earnings Keep Climbing, and the Case for Staying Invested Holds
Q2 The Fed Turns, Earnings Surge, and the Case for Staying Invested
Q1 Geopolitics, Oil, and a Still Resilient Economy
Commentary
2026
Beyond Palantir and Anduril – A Strategic Framework for Defense Tech Equity Compensation