Category: Macro Themes

The Case for Active Management in a Concentrated Market

Aug 14, 2026 | Inspired Investing, Macro Themes

Topic Key Takeaways Market concentration is at a 60-year high. The 10 largest companies make up...

Are We in an AI Bubble? An Investor’s Honest Take

Jul 3, 2026 | Inspired Investing, Macro Themes

Topic Key Takeways We are not in an AI bubble in 2026 Valuations in tech have compressed since...

The Anatomy of Investment Benchmarks

May 22, 2026 | Inspired Investing, Macro Themes

The S&P 500… The Dow Jones Industrial Average… The Nasdaq… The Russell...

Oil Shock, Inflation, & The Fed

Mar 20, 2026 | Geopolitics, Inspired Investing, Macro Themes

Over the past few weeks, oil markets have reminded investors just how quickly geopolitics can...

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Category: Macro Themes

The Case for Active Management in a Concentrated Market

Are We in an AI Bubble? An Investor’s Honest Take

The Anatomy of Investment Benchmarks

Oil Shock, Inflation, & The Fed

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