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Mid-Year Market Review and Outlook
The second quarter was defined by the ongoing conflict in the Middle East and intermittent negotiations between the United States… Read more
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Moving the Needle
Warren Buffett’s investment approach delivered a steady compounding beast, generating over 10% return on average over the last 25 years. … Read more
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Investment Opportunity in Cybersecurity
Cybersecurity remains one of the more attractive areas within information technology because it addresses a need that businesses simply cannot… Read more
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Age of Electricity: Energy Demand, Supply Shocks and the Investment Opportunity
Believe it or not, the best-performing S&P 500 sector over the past five years is not technology. It is energy…. Read more
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A Golden Era?
Gold is the ultimate risk-off asset, if the global financial system was to completely fail then it should retain its… Read more
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What’s Next for the Markets in 2026 and Beyond?
Throughout 2025, the U.S. economy demonstrated notable resilience despite persistent macroeconomic uncertainty surrounding fiscal and trade policy. Consumer spending remained… Read more
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Market Outlook: A Fickle Fed and an AI Reality Check
The financial markets in the latter half of 2025 were characterized by powerful opposing forces, persistent extreme technological investment in… Read more
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Hollywood Blockbuster
Unfortunately, the only ‘Blockbuster’ term being thrown about in the competitive bidding for Warner Bros Discovery is about the size. … Read more
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Stablecoins: The Next Phase of Global Payments and Infrastructure
Stablecoins are emerging as the next phase of the dollar system. A payment stablecoin is a crypto-token designed to hold… Read more
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Ocean 89 Radio Interview – Wealth Wednesday
Though summer is behind us, and market conditions always bring periods of change, our core advice remains the same: focus… Read more