Allbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by...
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The Market Knew And Proved It Again
On Monday, our Commentary, The Market Knows What You Don’t, shared an important lesson about...
Is The Iran War Good For The Petrodollar?
Diana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran...
Stable Coins Versus Banks: The Battle Over Interest Rates
A battle is raging in the Halls of Congress between the banks and the crypto industry. The spark...
The Market Knows What You Don’t
A client and friend asked us a timely question: “Why did we remove our hedge position so...
Delta Has An Ace In The Hole
On Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO...
Ceasefire Rally: Can The Market Hold New Support
Upon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market surged. In...
The Berkshire War Chest: A Crisis Hedge?
Berkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480 companies in the...
An IPO Surge Hides Behind The Fog Of War
While Investors remain fixated on the Iranian conflict and the extreme volatility of oil prices, a...
Is A Squeeze In Bonds Coming?
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate...