Rotation Nation. Large-Cap Growth on Sale.

Published on June 30, 2026

Chris Galipeau discusses high-conviction insights that go beyond media headlines.

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Commodities Midyear Outlook 2026: Is There Still Room to Run?

June 30, 2026
Despite strong gains in 2026 so far, commodities have remained supported by constrained supply, resilient demand and long investment lead times, pointing to a cycle that seems to remain fundamentally intact.

Alan Greenspan, RIP

June 30, 2026
Alan Greenspan passed away last week at the ripe old age of 100. Other than presidents, few Americans have wielded as much power in the arena of economic policy as Greenspan did during his roughly eighteen years and five months at the helm of the Federal Reserve.