Making Sense of It All
From tariffs to entitlement reform, every policy debate leads back to one question: can the U.S. get its national debt under control before it’s too late?
Investing For The New Geopolitical Reality
Peter Shawn, Paul Kleinschmidt, and Neil Keegan of Marlinspike discuss how mounting geopolitical tensions are reshaping the defense sector.
Leaning Into Controversy and Opportunity in the Health Care Sector
J. Dale Harvey explains why leaning into controversy, from health care turnarounds to overlooked tariff ‘losers,’ has become his contrarian formula for long-term value investing.
United States Asset Management
As Washington takes direct stakes in strategic companies, we examine the risks of a new kind of market dependency — and what it means for investors.
It’s Still Never Too Early: Roth 401(k)s and Other Fun Stuff (2026 Edition)
Most people don’t start thinking about their retirement until they are in their forties. But by starting the process earlier, one could drastically improve their ability to retire at a reasonable age.
Markets Shift Focus to Earnings as Geopolitical Risks Persist
Markets may look past geopolitical volatility as earnings season begins, though prolonged conflict and credit risks could still weigh on growth.
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