Operation Twist

Published on August 25, 2026

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

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Bessent & Warsh Go Down the Jackson Hole

August 25, 2026
Without a doubt, the number-one story in the financial markets of late has been the run-up in longer-dated Treasury (UST) yields. Indeed, headlines in both traditional and social media have centered on the fact that bond yields are now at levels not seen in nearly 20 years, or the time period right before the Financial Crisis hit in 2007.

Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)

August 25, 2026
In the first part of this series, I promised that the next enemy we would face is the one you cannot fire, mute, or unfollow, because it is “You.” You can learn every valuation metric ever invented, memorize the two questions that decide everything, and still hand most of your returns back to the market for one simple reason.