Research

Research

Reading the Tape: U.S. Equities Under the Surface

September 2, 2026

Research

The Buyback Play: What Bessent’s Duration Swap Actually Signals

August 20, 2026

Research

SpaceX Unlock Ladder

August 6, 2026

Research

The $200 billion machine behind Anthropic’s chip supply

August 5, 2026

Research

Our CIO’s Views on European Defense Investing

July 21, 2026

Quarterly Letter

Second Quarter 2026 Investors Letter

July 3, 2026

Research

Echoes of 2000 or a Different Animal?

June 22, 2026

Research

What Should You Expect From Your Portfolio Over The Next Decade? J.P. Morgan Weighs In

May 22, 2026

Quarterly Letter

First Quarter 2026 Investors Letter

March 25, 2026

Quarterly Letter

Fourth Quarter 2025 Investors Letter

January 5, 2026