Market Insights

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AI: Risk or Really, Really, Really, Ridiculously Good Looking?

Amy Hubble PhD, CFA, TEP

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January 7, 2026

What is IN THE COMPUTER (semiconductor chips) currently encompasses 13% of the global investable market. So – If you want to understand what's driving global investment in 2026, there's no escaping it.

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Investment Strategy

Making Cents of Stablecoins

Amy Hubble PhD, CFA, TEP

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October 9, 2025

We're focused on something that's not new, but newly relevant: stablecoins. After July's passage of the GENIUS Act and Circle's IPO filing, widespread stablecoin adoption isn't a "maybe." It's an inevitability.

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Investment Strategy

One Big Beautiful Quarter

Amy Hubble PhD, CFA, TEP

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July 8, 2025

If you had told me the week of April 2nd when the S&P was down 18%, that we would have the opportunity for our flagship strategy to finish the quarter up nearly 10%, notching one of the best quarters in the firm's 10+ year history…

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Market Commentary