Viewpoint: Market Commentary & Insights | Tocqueville

Viewpoint

Commentary on markets, investing, and the discipline behind long-term
decisions — written by the people who manage the portfolios.

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Markets & Investing

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.


Paul Kleinschmidt and Peter Shawn · Aug 2025 View
Markets & Investing

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...


Markets & Investing

American Exceptionalism

American Exceptionalism is driving capital and returns to U.S. markets — but strip away the Mag 7, and the exceptional price tag...