Weekly Investment Update May 27, 2025
May 27, 2025 •Peter Klingelhofer
Key Events: Long-term bond yields rose above 5%
Read More
Weekly Investment Update May 19, 2025
May 19, 2025 •Nathan Willis
Key Events: Debt, Downgrades and fewer Discounts
Read More
Weekly Investment Update May 12, 2025
May 12, 2025 •Peter Klingelhofer
Key Events: One Trade Pact, More to Come
Read More
Monthly Update - May 2025
May 5, 2025 •Peter Klingelhofer
April Review – Focus on long-term principles to see through the fog of uncertainty
“Without goals, and plans to reach them, you are like a ship that...
Read More
Weekly Investment Update April 28, 2025
April 28, 2025 •Peter Klingelhofer
Key Events: Tone shift sparks a rally
Read More
Weekly Investment Update April 21, 2025
April 21, 2025 •Nathan Willis
Key Events: Trump picks another fight
Read More
Weekly Investment Update April 14, 2025
April 14, 2025 •Nathan Willis
Key Events: Art of the tariff deal
Read More
Monthly Update - April 2025
April 4, 2025 •Peter Klingelhofer
March Review – The fog of trade wars has thickened
The “fog of war” is a metaphor that was first used by Carl von Clausewitz (1780-1831), a Prussian...
Read More
Weekly Investment Update March 31, 2025
March 31, 2025 •Nathan Willis
Key Events: Liberation from low prices
Read More