Might Makes Right Is Back. Are Markets Already Adjusting?

Published on February 10, 2026

This past week, I had the privilege of attending the 2026 Harvard Presidents’ Seminar alongside some of the nation’s top executives and thought leaders. One of the most compelling speakers was Ambassador Kevin Rudd, former prime minister of Australia.

Continue reading on website
Other news

Tax-Aware Investing in a Changing Policy Landscape

February 10, 2026
For high-net-worth individuals, investing success is not singularly defined by returns. Taxes, often the single most considerable drag on long-term wealth, play an equally critical role. As tax policy continues to evolve, the difference between a reactive approach and a coordinated, tax-aware strategy can be substantial.

Concentrated ETF Bests S&P 500 With Active Stock Picks

February 10, 2026
The fund’s outperformance comes as investors debate whether market leadership will broaden beyond mega-cap technology names. While passive index funds must hold all constituents regardless of fundamentals, CNEQ’s structure enables its portfolio manager to concentrate capital in companies they believe are showing accelerating growth.