emerging markets

Stock Market Commentary– September 2026

September 15, 2026 by Jonathan Soden, Managing Partner

“Markets can stay irrational longer than you can stay solvent.” – attributed to John Maynard Keynes Returns for the major indexes we follow were

Stock Market Commentary– June 2026

June 8, 2026 by Jonathan Soden, Managing Partner

"Markets can stay irrational longer than you can stay solvent." – attributed to legendary economist John Maynard Keynes Positive returns keep

Stock Market Commentary– June 2025

June 11, 2025 by Jonathan Soden, Managing Partner

“You can't predict. You can prepare.” - Howard Marks “Sell in May and go away” didn’t work this year as the equity markets we follow posted strong

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ABOUT US

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ABOUT US

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Who We Serve

Insights