Economy and Markets Likely to Prove Resilient

Published on April 22, 2026

While Russ acknowledges that the ongoing conflict in the Middle East has contributed near-term volatility, he also notes that these rising tensions are occurring against the backdrop of a solid U.S. economy.

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Why Defense & Energy Needs Are Repricing Critical Minerals

April 22, 2026
Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a vital component in national defense and energy security.

Newsletter March 2026

April 22, 2026
As always, I hope you’re having a good 2026 and that all is well with you, my readers, and your family and friends. Here’s my latest.