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Quarterly Commentary

America at 250: A Story of Reinvention

It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.

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Tariffs

One Month Post-Liberation Day

Today marks one month since President Trump’s Liberation Day tariff announcement. The S&P 500 cratered, reversed, slumped, and rallied over 20 trading days. It felt much longer.

Tariffs

Charts from a Dizzying Week

The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some of the many charts that capture the market’s dramatic moves.

Tariffs

In the (Tariff) Storm

But let’s be clear: we are in a storm right now. The current environment is destabilizing and disorienting. In times like these, it’s crucial to acknowledge our limitations – we must discount...

Tariffs

A Note on Tariffs

We typically separate politics from investing. Most political drama looms larger in perception than in market returns. Yet, right now we’re in a political moment. Tariff news and speculation are...

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