A World Without the ‘Dot Plot’?

Published on February 27, 2026

As speculation builds around a Warsh-led Federal Reserve, the prospect of eliminating the ‘dot plot’ could mark a major shift in forward guidance—potentially increasing rate volatility and reshaping how fixed income markets price policy risk.

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AI Hurtles Ahead

February 27, 2026
When I was preparing to write my December memo about artificial intelligence, Is It a Bubble?, I gained a great deal from speaking with some interesting techies in their thirties and forties. It’s stimulating to explore fresh territory and an absolute requirement for staying current as an investor.

Agentic AI 101 for Advisors as Anthropic Launches Wealth Management Tools

February 27, 2026
Anthropic's new Claude CoWork plugins for wealth management could disrupt the growing ecosystem of AI middleware providers serving advisory firms with automated analysis tools.