Investing & Markets
Market commentary is the least important thing on this site and the most frequently read, which is worth being honest about. It is useful for context and poor as a basis for decisions. The pieces below are dated deliberately, so you can see how old the view is.
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What Private Wealth Management Actually Includes, and Who It Is For
Beyond "the financial advisor rich people use": what the service really covers, what it costs in 2026, who genuinely needs it, who doesn't, and how to tell a good firm from a bad one.
Read the article →The US Dollar in 2026: Navigating Cyclical Regimes Amid Persistent Global Dominance
The DXY stood at 97.61 as of February 27, 2026, down 9.27% year-over-year but rebounding modestly on resilient US inflation and labor data.
Read the article →The Fed's New Reality: Navigating Sticky Inflation and a Slowing Labor Market
The FOMC faces a complicated balancing act: headline inflation has reaccelerated on an energy spike while the labor market shows clear signs of cooling, pointing to a "higher for longer" rate environment.
Read the article →Gold's 2025 Surge: Understanding the Drivers and Outlook for 2026
We are predicting a rise in gold prices up to $5,300/toz due to an increase in private sector investment into the gold market.
Read the article →The Evolving Role of Private Credit in Corporate Debt Markets
Global private credit AUM is projected to surpass $2 trillion in 2026 and approach $4 trillion by 2030, but 2026 marks the sector's first real credit-cycle test.
Read the article →The Energy Sector: Data Center Demand Boom Meets Iranian War Supply Shocks
Surging electricity demand from AI-powered data centers is colliding with acute geopolitical supply risks from the escalating war in Iran, reshaping commodity prices, utility revenues, and broader macroeconomic outcomes.
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