Commentary on markets, investing, and the discipline behind long-term
decisions — written by the people who manage the portfolios.
J. Dale Harvey explains why leaning into controversy, from health care turnarounds to overlooked tariff 'losers,' has become his contrarian formula for...
Peter Shawn, Paul Kleinschmidt, and Neil Keegan of Marlinspike discuss how mounting geopolitical tensions are reshaping the defense sector.
From tariffs to entitlement reform, every policy debate leads back to one question: can the U.S. get its national debt under control...
The advisory team at Poplar Forest Capital joins Tocqueville.
American Exceptionalism is driving capital and returns to U.S. markets — but strip away the Mag 7, and the exceptional price tag...
John draws parallels between the movie "Everything Everywhere All at Once" and the current state of the financial markets.
