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Monthly insights
Chaos in Caracas
While geopolitical developments often command significant media attention, financial markets remain primarily focused on fundamentals such as earnings, economic growth, and valuations. For long-term investors, staying disciplined and thoughtfully allocated within a well-diversified portfolio remains the most effective way to generate value.
Jan 06, 2026
Chart of the Month
Hallucinations in Your Search Bar: When AI Makes Things Up
Across 1600 trials, the AI tools failed to correctly identify the original source article more than 60% of the time, with most responses inaccurate or incorrectly attributed.
Dec 12, 2025
Monthly insights
The Bird That Beat Inflation
The broadest inflation measure, the Consumer Price Index (CPI), has a category for the cost of food prepared at home, which has risen 2.7% versus one year ago. In spite of this, the cost of a Thanksgiving meal, when including seasonal discounts from retailers, has fallen.
Nov 20, 2025
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