Viewpoint
Commentary on markets, investing, and the discipline behind long-term
decisions — written by the people who manage the portfolios.
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.
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...
Tocqueville Asset Management Welcomes Poplar Forest Capital Team
The advisory team at Poplar Forest Capital joins Tocqueville.
American Exceptionalism
American Exceptionalism is driving capital and returns to U.S. markets — but strip away the Mag 7, and the exceptional price tag...
Why “Everything Everywhere All at Once” isn’t just a movie — it’s the Market
John draws parallels between the movie "Everything Everywhere All at Once" and the current state of the financial markets.
What the Federal Reserve’s interest rate cut means for investors
John chats with Andy Mills from Quartz about interest rate cuts.