Discover our latest insights into the global markets, investment management, and portfolio construction.

Our articles explore global markets, risk, and decision-making through a disciplined, long-term perspective.

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Market Commentary

Paul Podolsky

Galloping Forward

An update

Market Commentary

Paul Podolsky

Inflation

The coming shock

Market Commentary

Paul Podolsky

Back To Our Regular Programming

Not investment advice.

Market Commentary

Paul Podolsky

A Trickle and a Squeeze

Not investment advice.

Research

Paul Podolsky

A War Update Podcast

Special Edition

Market Commentary

Paul Podolsky

The Clock Is Ticking

Not investment advice.

Market Commentary

Paul Podolsky

The Risks Are Tilted to the Downside

Not investment advice.

Market Commentary

Paul Podolsky

The Wheels Come Off the Bus

Not investment advice.

Market Commentary

Paul Podolsky

Price Shock

Not investment advice.

Market Commentary

Paul Podolsky

AI Is Today's Tractor

And thoughts on the war

Market Commentary

Paul Podolsky

Where the Facts Stand

Only craftsman copy: artists create.

Market Commentary

Paul Podolsky

The Plot Shifts

Not investment advice.

Market Commentary

Paul Podolsky

What Changed

Not investment advice.

Market Commentary

Paul Podolsky

Balance of Power

“US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

Market Commentary

Paul Podolsky

The Precipice

“What’s the concern about there being more process?”

Research

Paul Podolsky

Letter from Sao Paulo

One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

Market Commentary

Paul Podolsky

Opposing Forces

This is not investment advice

Market Commentary

Paul Podolsky

Poking Holes in the Growth Narrative

Not investment advice.

Market Commentary

Paul Podolsky

The Great Debate

Not investment advice.

Market Commentary

Paul Podolsky

Slowing Rates of Change

This is not investment advice.