February 2024 Research Update:
Super Bowl LVIII & Charlie Munger

Talking Shop: Volume XII

Over 120 million viewers tuned in to this year’s Super Bowl in Las Vegas—making it the most-watched telecast in U.S. history. As the Chiefs and…

November 2023 Research Update:
The Magnificent 7 & GLP-1s

Talking Shop: Volume XI

Equity markets—led by the “Magnificent 7” mega-cap tech stocks—have enjoyed a blistering 2023. But as the S&P 500 has become incredibly top-heavy due to the…

May 2023 Research Update:
U.S. Debt Ceiling Negotiations

Talking Shop: Volume X

You have likely seen media coverage of the current drama in Washington, D.C. regarding negotiations over the debt ceiling. Given the potential market implications of…

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