Investment Commentary
March 31, 2026
For years, the story for investors has been written on silicon—chips, data centers, and the […]
January 27, 2026
Success can sometimes lead to hidden risks. I often hear investors say, “I know the […]
December 31, 2025
Labor Shortage “The only thing on your to-do list is ‘Take down outdoor Christmas lights.’” […]
December 31, 2025
2023, 2024, and 2025: A truly incredible three-year run for markets. That is what we’re […]
November 15, 2025
More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
October 13, 2025
I just finished watching the Carolina Panthers beat the odds and upset the Dallas Cowboys […]
September 30, 2025
Marathon My son Carlton (23) ran a marathon last weekend. He and his friends chose […]
September 30, 2025
Nine months into 2025, headlines have been abundant—but so have returns. We’ve seen nonstop changes […]
Dump Trucks and Data Centers—1st Quarter 2026 Commentary