Monthly Archives: January 2026

The Best MLK Weekend Of All-Time

In celebration of MLK Weekend, we are reposting a repost of a repost of post in honor of Dr. King, one of our most outstanding Americans, a true patriot, and a modern-day saint.  Hard to believe it’s been thirty years. … Continue reading

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Global Risk Monitor: Week in Review – Jan 16

January market action reflects a clear rotation away from narrow mega-cap leadership toward broader equity participation, a shift that is both cyclical and allocational in nature. Small-cap stocks have emerged as standout performers, with the Russell 2000 and S&P MidCap … Continue reading

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Back to Yalta: A Great Power Carve Up 2.0

After this morning’s events in Caracas, a repost of last year’s piece feels not only appropriate, but unavoidable. What once looked like a theoretical great-power contest is now playing out in real time, across real countries, with real consequences. If … Continue reading

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2025: A Year in Review, in Charts

2025 delivered one of those market outcomes that looks implausible until the chart forces a second glance. In a year dominated by artificial-intelligence euphoria and a powerful 13 percent appreciation of the Euro, European banks—long dismissed as structural laggards—quietly staged … Continue reading

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