The Golden Ascent

Published on December 30, 2025

We examine what’s driving gold’s ascent — from central bank reserves to portfolio hedging — and why it can play a strategic role for investors.

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Micron Technology Earnings Breathe New Life into the AI Trade

December 30, 2025
Micron Technologies (MU) rose 10% the week of December 15th, after the company markedly beat Q1 FY26 revenue and earnings expectations. The company is a key player in memory and storage products for many technology sectors, including AI data centers.

Is Productivity Picking Up?

December 30, 2025
When it comes to interpreting the economy we put a premium on sobriety. One good piece of economic data doesn’t mean a boom, nor does one bad report mean a bust.