Gene Witt |
For the better part of a decade, the investment thesis was straightforward: the United States was the only game in town. While Europe flirted with recession and
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Gene Witt |
After years of digital dominance, the market is finally putting a premium on companies that touch, move, and build real things. For years, the market’s "gravity
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Gene Witt |
Last week, the President officially nominated Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve on May 15th. Warsh, has the experience as a
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Gene Witt |
As we begin 2026, we are seeing that Investor sentiment is dominated by a strange mix of FOMO and FEAR: investors are anxious about missing further upside, yet
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Gene Witt |
If 2025 taught us anything, it’s that "normal" is a relative term in the stock market. We’ve seen a year where VIX (the market's "volatility gauge") felt like a
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