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May 29, 2025
Jesse Felder Podcast: Vincent Deluard On The Paradigm Shift In Markets
Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers behind the structural forces reshaping the global economy.  Deluard argues we're in the midst of a long-term transition from disinflation to persistent inflation—driven not by central banks, but by runaway fiscal policy, deglobalization, and demographic […]
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May 15, 2025
KISS: The New Trends of 2025 Reshaping Financial Markets
When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What do you do, sir?”. In theory, this sounds like sound advice. In practice, the challenge is knowing which facts matter, and which just provide noise. Even more challenging for investors is knowing what to do […]
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May 8, 2025
From Exclusive to Essential: The Rise of Private Markets in Modern Portfolios
Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by limited disclosure, high minimum investment thresholds, and long lock-up periods, which have historically made them opaque and difficult for retail investors to access. However, private markets have grown dramatically and have become an increasingly important […]
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May 1, 2025
Navigating a Shifting Global Landscape
The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing frameworks are being re-evaluated. Louis-Vincent Gave, Founding Partner and CEO of Gavekal, joined Manish Bhandari of Vallum Capital for a broad-ranging conversation on CNBC to discuss their views on the U.S. dollar, a potential bull market […]
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April 17, 2025
Around The World Of Policy Goals
The following article was originally published on March 11, 2025. In today's rapidly changing economic and political environment, some of the events and examples are now outdated. However, the below article provides a still-relevant perspective on the high-level policy goals driving many of the major countries around the world.  “We have no eternal allies, and […]
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April 9, 2025
Quarterly Market Update - April 2025
This week’s market volatility has brought uncertainty back into focus, driven largely by escalating tensions around tariffs and trade. In response to these developments, we are presenting a special edition of our quarterly Chartbook, featuring a timely interview with our Chief Investment Officer, Jeff Dicks. This edition will explore the causes of the current volatility, […]
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April 3, 2025
From GameStop to Newsmax: Meme Stocks and Modern Investing
In early 2021, a handful of out-of-favor stocks, including GameStop and AMC Entertainment, suddenly skyrocketed in price, defying all traditional valuation logic and heralding the rise of the "meme stock" phenomenon. A meme stock is a company whose shares jump sharply due to viral attention and enthusiastic online followings rather than because of business fundamentals​. […]
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March 13, 2025
Trump's Three Market Priorities
The below article was published on February 18, 2025. In today's rapidly changing economic and political environment, some of the events and examples are now outdated. However, since publishing this article, Louis recently reiterated his high-level view that Trump's three market priorities seem to be: lower bond yields, lower energy prices, and lower the US […]
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March 6, 2025
Dueling Narratives: AI vs. Everything Else
The past week has been a tale of dueling narratives: Artificial Intelligence (AI) versus everything else. While the broader investment community grapples with whiplash from Trump’s latest trade war, DOGE’s cost cutting efforts, persistently high prices, and geopolitical tensions following an Oval Office showdown, the fortunes of several privately held AI companies have left many […]
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February 27, 2025
Takeaways from Warren Buffett's Annual Letter
Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment wisdom. Since 1964, Berkshire Hathaway has delivered an astounding overall gain of 5,502,284% to investors. In comparison, the S&P 500, including dividends, has returned 39,054% over the same period. If there was ever proof that […]
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