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The Odd Couple: The AI and Energy Gap the Market is Ignoring

The AI buildout is the biggest infrastructure story of this decade — and it runs entirely on electricity. That tension between what the market rewards and what it actually depends on is shaping up to be one of the defining themes of 2026. Here’s a clear-eyed look at…

April’s Rally Was More Than a Sugar Rush

In 1952, the fashion world was in a quiet crisis. Paris couldn’t agree on where a woman’s waist should sit. High waist, low waist, natural waist, no waist at all — every designer had a different answer, and the phrase “the wandering waistline” became the shorthand for…

April 2026 Market Update: Triple Threat

A year ago, we were writing about resilience. The S&P 500 had just closed out 2025 up nearly 18%, the AI trade was printing winners across mega-cap technology, and the Federal Reserve had pivoted back toward accommodation. Valuations were stretched, yes — but earnings…

White Papers

The Rise of Boutique Investment Management

A Return to the Roots of Investing

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Investing Like the Rockefellers

Prioritzing Cash Flow

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How do I Not Run Out of Money ?

Creating Sustainable Income

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Women’s Attitudes Toward Investing

Security Over Profits

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Dynamic Investment Philosophy

Managing Volatility

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