Americans Take the Blue Pill
By Eric Hough Wednesday’s morning alarm sounds and everything is up. Democrats cruised to a House and Senate victory. Republicans lost seats…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Anthropic Opens the Books
By Evan Coffey In May, Anthropic was privately valued at $965 billion. Next month, public markets may be asked to pay close…
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Hazy Shade of Winter
By Eric Parnell “Look around, Leaves are brown, And the sky is a hazy shade of winter” –Hazy Shade of Winter, Simon…
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A Moving Target
By Evan Coffey & Kate Templeton Consider an investor who did what the textbook asks and took diversification seriously. He or she…
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AI Doomerism
In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and Dario Amodei’s…
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The Subtle Change
By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active management would…
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It’s the End of the World as We Know It (and I Feel Fine)
By Eric Parnell “Team by team reporters, baffled, trumped, tethered, cropped Look at that low playing, fine, then” –It’s the End of…
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Trouble
By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was born Worry, Worry, worry,…
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A Fractured AI Trade
By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade. Nvidia reported…
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The Comfort of Doing Something
By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice over the…
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