We made +73bps but I’m not in the celebrating mood, all things considered. This being the 24th anniversary of 9/11, the gruesome subway killing and now the assassination of Charlie Kirk. That aside, and maybe this is something to remember for future reference — markets are almost automatic on 9/11 anniversaries.Make that 15 of 17...Read More

This remarkable young man lost his life at 31 years of age to an assassin who disagreed with his way of life or opinions. This has become endemic in America — the polarization and de-humanization of people and it only seems to be getting worse. We had been sold on many ideas over the past...Read More