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Commentary
Cutting Interest Rates Won’t Change Much
The Fed cut interest rates because the economy is weakening. What does that mean?
September 21, 2024
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Analysis
A Subtle Rebuttal to an Energy “Realist”
If you want to understand the future of energy, the first step is to embrace subtlety.
July 10, 2024
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Commentary
What We Own Right Now and Why
A summer update on the holdings in our flagship global opportunity strategy.
May 27, 2024
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So There's Always More to Say
Writing deepens our dialogues, helps us understand the world better, and holds us intellectually accountable.
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