How Equity Income Can Cushion Inflation and Create Durable Returns

Published on April 13, 2026

Dividend-paying stocks offer an effective hedge against inflation—as well as solid long-term return potential in other environments when actively sourced from the right parts of the market.

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The Apple AI Strategy: Discipline Over Hype

April 13, 2026
Apple can easily self-fund AI innovation on a massive scale, as its competitors are doing. Yet it hasn’t. Rather than mimicking its peers, Apple appears content to let the AI landscape mature before committing significant capital.

The 27% Problem: Why Manager Evaluations Mix Signal With Noise

April 13, 2026
A manager who underperformed last year during a high-correlation stretch but shows consistent alpha opportunity alpha over three years is demonstrating something specific: They can do the job when conditions allow, and conditions did not allow it much last year. A manager who shows weak alpha opportunity alpha across three years and a high-stress period that happened to cut in their favor is demon