How We Do It
October 2025 | Kate Dumas, CFA
A behind-the-scenes look at the Monday meeting that shapes every one of these posts.
Soundings
Browse by Topic:
- All Posts
- AI
- Alternative Investments
- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
- Hedge Funds
- Impact
- Inflation
- Investing
- IPOs
- Macroeconomics
- Market Commentary
- Market Concentration
- Market Conditions
- Oil Prices
- Private Credit
- Private Equity
- Tide Cycle Updates
- U.S. Dollar
All Posts
- All Posts
- AI
- Alternative Investments
- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
- Hedge Funds
- Impact
- Inflation
- Investing
- IPOs
- Macroeconomics
- Market Commentary
- Market Concentration
- Market Conditions
- Oil Prices
- Private Credit
- Private Equity
- Tide Cycle Updates
- U.S. Dollar
Calling a Spade a Spade
September 2025 | Kate Dumas, CFA
Why Microsoft can borrow more cheaply than the U.S. government — and what that says about credit and trust.
What happens after a national mid-life crisis?
September 2025 | Kate Dumas, CFA
If the U.S. matures like Europe or Japan, here's what a 50-year portfolio might hold.
- « Previous
- 1
- 2
- 3
- 4