Election Noise, Steady Fundamentals

Published on November 13, 2026

Democrats won Congress, stocks swung hard, and history suggests the six months after an election have usually rewarded patient investors.

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Inflation Is Sticky, But This Isn’t 2022 All Over Again

November 13, 2026
October’s U.S. Consumer Price Index (CPI) data came in hotter than consensus expectations, delivering another disappointing inflation report for a Federal Reserve that has become increasingly vocal about its focus on price stability.

A Layman Thinks About AI

November 13, 2026
Should we invest in artificial intelligence, and can we do so intelligently? That’s what I’m going to address in this memo.