2026 Q1 Market Letter: To Live in a Revisionist World
April 14, 2026 – The term “revisionist power” describes states dissatisfied with the existing world order and seeking to reshape the norms and institutions that govern it. These powers stand in contrast to the “status quo” powers — those seeking to maintain the existing world order. Since the end of the Cold War, the lines […]
Why Staying Invested Is the Hardest, Smartest Choice Right Now
As published in Kiplinger April 13, 2026 – Geopolitical headlines in the past few weeks have been jarring. As joint U.S. and Israeli air strikes on Iran dominate the global news cycle, it’s natural for a sense of anxiety to surface. There is a direct impact on energy markets, with oil prices surging and the […]
Week 7: Markets Hold Firm, But Patience Is Thinning – April 13, 2026
Good morning, Entering the 7th week of the war, there was no constructive news over the weekend—hardly a surprise. What may be more surprising is where markets sit at this stage. Through Friday’s close, the S&P 500, Nasdaq, Russell 2000, EAFE, and Emerging Markets are just -2.65%, -4.65%, -3.82%, -5.53%, and -5.63% below their respective […]