Notes on the Economy – Q2 2026 Summary
June 2, 2026
The fate of the global economy depends on reopening of the Strait of Hormuz.
How Strong Diligence Builds Better Portfolios
May 26, 2026
Why the smart investors obsess over diligence, not predictions.
AI’s $650 Billion Question: Where’s the Return?
May 12, 2026
The $650 billion AI bet: boom, bubble or breakthrough?
Volatility Isn’t Always a Reason To Rethink Your Portfolio
May 5, 2026
Stay the course: The smarter way to navigate today’s noisy markets.
Opportunity Favors the Bold
April 30, 2026
Here’s where courageous investors are finding opportunities amid global turmoil.
AI: From Buzzword to Portfolio Tool
April 21, 2026
AI is quietly reshaping markets: Why investors who look beyond the hype might find long-term opportunity across global portfolios.
Markets Are Eying the Next Fed Chair
April 7, 2026
Fed nominee could reshape markets, interest rates and investment strategies for years to come.
Notes on the Economy – Q1 2026 Summary
April 2, 2026
The war in Iran and the expected higher inflation and slower growth leave central banks with no good options.
The Conflict in Iran
March 13, 2026
WEBINAR REPLAY: Shutdown of oil traffic through the Strait of Hormuz remains a threat to global economies.
Market Leadership Is Shifting—a Broader Rally May Be Coming
March 10, 2026
Markets are shifting, AI is slowing and overlooked companies are leading—discover why 2026 may reward investors looking beyond Big Tech.