May 2026 Commentary

May 2026 Commentary

April saw a rapid shift to risk-on investing as equity ETFs gained $106 billion, despite ongoing geopolitical tensions and mixed economic signals.

Apr 30, 2026 6 min read
April 2026 Market Commentary

April 2026 Market Commentary

60% of the time, it works every time. Anchorman: The Legend of Ron Burgundy (2004)

Apr 06, 2026 8 min read
March 2026 Market Commentary

March 2026 Market Commentary

You’ve fallen victim to one of the classic blunders! The most famous is never get involved in a land war in Asia, but only slightly less well known is this; never go in against a Sicilian, when death is on the line!

Apr 06, 2026 6 min read