Uncle Sam Buys Stocks: What Investors Should Know

Published on October 6, 2025

The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?

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Big Debt Cycles

October 6, 2025
Debt is a curse that can also be a blessing, depending on how the borrower uses it. Sadly, human nature seemingly ensures we often use debt unproductively—and not just as individuals. Governments have their own special way of using debt to buy benefits (and votes?) today that future generations will pay for.

Q3 Recap — 10 Key Takeaways

October 6, 2025
With the third quarter (Q3) behind us, we decided to conduct a deep dive into the key factors that shaped Q3 performance. Below, we’ve highlighted what we believe to be 10 of the key takeaways.