Asset management is what we do — and this is How We Think.
War! What Is It Good For? Scaring Clients!
With headlines dominated by geopolitical tensions and recent U.S. military actions, investors are once again asking a familiar question: What does war mean for markets?
Data from Nasdaq Dorsey Wright provides historical context by analyzing how various asset classes have behaved following major U.S. military escalations over the past century. The findings may surprise investors who instinctively associate conflict with prolonged market declines.
War! What Is It Good For? Scaring Clients!
Clowngrades: Welcome to Wall Street’s Three-Ring Circus
March 17, 2026
Wild mood swings, spontaneous applause, and a rotating cast of characters who swear their raw talent surpasses the others – are these hallmarks of a middle schoolers in a talent show or Wall Street analysts reporting about financial markets? Hard to know the difference sometimes.
Hard to Argue with 220 Years of Data: The Case for Trend Following
February 9, 2026
A study of 220 years of global market data evaluated defensive investing strategies and found trend following consistently ranks among the most effective and reliable.
Market Predictions Make as Much Sense as ‘6-7’
January 7, 2026
If there’s one universal truth in investing, it’s this: nobody actually knows what’s going to happen next. That doesn’t stop Wall Street, the media, or your neighbor with the new day-trading setup from trying. In our view, it’s a whole lot of “6-7,” as the kids are saying these days.



