Posts by lindsay
Why Lower Jobs Numbers Can Be Good News for Markets
July 4, 2026 — We discuss the jobs report, the role of the Fed, and the potential impact on interest rates and inflation.
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Inflation
June 27, 2026 — Why inflation is back in focus, what it could mean for interest rates and growth stocks, and how investors should think about portfolio positioning as we move into the second half of the year.
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Real Assets
June 20, 2026 — How we are thinking about real assets, the physical economy, and positioning for today’s changing market environment.
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SpaceX IPO
June 13, 2026 — The SpaceX IPO, what it may signal about investor sentiment, and why excitement around new investment stories needs to be balanced with discipline.
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History Rhymes
June 6, 2026 — AI hype, late-cycle risks, and what the SpaceX IPO may signal for investors.
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