Posts by lindsay
AI and Gold
February 6, 2026 — Greg and I discuss the recent volatility and how it’s affecting the AI and Gold trade.
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New Market Reality
January 30th, 2026 — The new investment reality and how markets are reacting to Trump’s Fed Chair nomination.
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Trump, Davos and Greenland
January 23, 2026 — We unpack this week’s geopolitical headlines and how we are positioned for uncertainty in a changing world.
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Strong Start to 2026
January 16, 2026 — We look at the strong start to 2026, what’s leading the way, and what the market is telling us right now.
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2026 Outlook: Discipline, Uncertainty, and Opportunity
January 11, 2026 — We share our 2026 outlook and discuss why staying disciplined in an uncertain market matters – both for managing risk and capitalizing on opportunity.
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