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

Letter from Estonia

Not investment advice.

Market Commentary

Paul Podolsky

The Big Reveal

Not investment advice.

Market Commentary

Paul Podolsky

Pessimism Priced

Not investment advice.

Market Commentary

Paul Podolsky

Tightening Changes Things

Not investment advice.

Market Commentary

Paul Podolsky

Learning from War

Not investment advice.

Market Commentary

Paul Podolsky

Productivity Shifts > Regional Wars

Not investment advice.

Market Commentary

Paul Podolsky

Tightening

The story shifts

Market Commentary

Paul Podolsky

Pressure Builds

Not investment advice.

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.