Beware the Stress of Building a Practice

Published on October 1, 2026

An advisor's reflection on the pressures that hide inside commitment, responsibility and the work we love.

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Don’t Be Fooled. Treasuries Aren’t Cheap Yet

October 1, 2026
Treasuries might look cheap against stocks, GDP and the global cycle, but on their own historical terms they have more to fall before they become oversold and ready for a durable bounce.

The Macro / Micro Divide

October 1, 2026
All eyes are on the macro economy. A significant market correction in late July triggered the abrupt collapse of Situational Awareness, L.P., a $45 billion, highly leveraged, AI-focused hedge fund. The collapse forced selling of many technology hardware stocks that were winners in the first half of 2026.