February 18th, 2026 >>Nvidia and Meta expand GPU team with millions of additional AI chips >>BofA Survey Shows Investor Worry Over Capex Race at Record High >>Bitcoin Won Over Wall Street and Now It’s Paying the Price >>Microsoft set to receive 20% of total OpenAI revenue until 2032: report
News & Perspectives 2.11.26
Investing in Signals
February 2026 Client Letter
In March of 2023, I was aboard the Celebrity Beyond, somewhere between ports, when something surprised me. Even though I had promised myself to unplug from the markets for a few days, I couldn’t resist. Silicon Valley Bank had collapsed shortly before we shoved off from Fort Lauderdale, and I was concerned about what its failure could mean for the financial system and for our investments more broadly.
News & Perspectives 1.27.2026
January 27th, 2026 >>The new tax rules that can get you a bigger refund this year >>US Core Capital Goods Orders Rise for Fifth Straight Month, Boosting Economic Outlook >>UnitedHealth stock falls as Medicare blow blots out upbeat 2026 profit forecast >>Florida Atlantic University Signs $20M Agreement to Purchase Advantage2 Quantum Computer from D-Wave
News & Perspectives 1.22.26
January 22nd, 2026 >>Why sticking to your savings plan beats panic buying gold or crypto >>Analysis-China can’t make consumers buy goods, so it leans on services to drive economy >>Google Acquires Top Talent From AI Voice Startup Hume AI in Licensing Deal >>Microsoft Awarded $170M Air Force Task Order to Support Cloud One
News & Perspectives 1.15.26
January 15th, 2026 >>Kroger Launches Fast, Convenient Delivery on Uber Apps Nationwide >>Dell admits users don’t care about AI PCs, refocuses on what matters >>Vertiv introduces new modular liquid cooling infrastructure solution to support high-density compute requirements in North America and EMEA >>Lilly, chasing Novo, expects second-quarter FDA decision on obesity pill
News & Perspectives 1.14.26
Investing In What Doesn’t Announce Itself
January 2026 Client Letter
January has a way of pulling our attention forward. Investors start asking what the year ahead might bring and whether the decisions they carried into the new year still make sense. After a year filled with fast-moving headlines and changing narratives, that reaction is understandable.
News & Perspectives 1.12.26
News & Perspectives 12.30.25
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