September 3rd, 2026 >>Nvidia’s next act is bigger than selling AI chips: Chart of the Day >>Chevron’s big bet: Why its $7B Venezuelan oil investment makes sense >>Fed Governor Waller indicates he will support holding rates steady at September meeting >>Amazon’s Zoox expands its robotaxi service to Las Vegas airport
News & Perspectives 9.02.26
Sept. 2nd, 2026 >> K, C or E? Why economists can’t agree on the shape of today’s economy >> Global bond selloff sends yields to the highest level since 2008 >> Dell Shares Rise 10% Premarket After AI Server Demand Supports Guidance Increase >> Apple follows Google in adopting Trump’s ‘Lake America’ name
News & Perspectives 09.01.26
September 1st, 2026 >>Bond yields soar as fresh U. S. -Iran tensions revive inflation concerns >>YouTube Inks Amazon Partnership to Boost Online Shopping Bet >>The strongest El Niño in a generation is wreaking havoc on global economy >>New Tech Breakthrough Aims to Solve the World’s Plastic Waste Problem
News & Perspectives 8.21.26
News & Perspectives 8.20.26
News & Perspectives 8.18.26
Investing in What Makes It Work
August 2026 Client Letter
Usually, when technology makes something obsolete, demand slowly disappears. Mechanical watches seem to be an exception.
Smartphones tell time more accurately than even the finest Swiss watch. Most people glance at the time throughout the day without ever looking at their wrist. By all accounts, the traditional mechanical watch should have quietly faded away.
News & Perspectives 8.3.26
News & Perspectives 7.28.26
July 28th, 2026 >>US core capital goods orders rise, shipments post largest gain in 4 1/2 years >>The bond market’s danger zone is becoming the new normal: Chart of the Day >>America’s Demand for Power Is Soaring-So Are the Costs of Building Out the Grid >>Ships continue Red Sea transit despite attacks and Houthi blockade: Report
News & Perspectives 7.22.26
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