2026

“Never bet against America.” These are the words of Warren Buffett in a 2021 letter to Berkshire Hathway shareholders. In an era of American self-criticism and self-doubt some question whether this sentiment is still valid. Buffett’s comment was underpinned by…

Humor disarms. It lowers our guard just enough to make us open to ideas we might otherwise resist, and it reminds us not to take everything quite so seriously. That’s especially valuable in a season like this one. Fall always…

Fall is officially here. For my wife and me, it came with something that is apparently quite rare these days—an invitation to dinner. We were invited by the parents of our daughter’s good friend to a home-cooked meal at their…

If you are a parent or grandparent, the odds are that you have had to deal with a child going through the time in their lives lovingly referred to as the “terrible twos.” Parents who have lived through this will…

Last week the U.S. Treasury auctioned $70 billion in 5-year notes. By any conventional measure, this was a weak auction in which buyers needed concessions:   Since 2023, bond investors have been increasingly worried about a combination of fiscal, inflationary…

Upon returning from a trip this summer, my family was surprised to find that the smoke alarms in our house had staged a revolt. All of them had been installed together. Therefore, they all reached the end of their 10-year…

I started working on this blog on Friday, the 25th anniversary of the 9/11 terror attacks. I wanted and intended to commemorate that day to honor the victims and share the anger and sadness I still carry today. But I…

As the calendar turns to September and temperatures begin to cool (or not!), our attention naturally turns to…football. Fantasy football has become an integral part of the football season. For those unfamiliar, fantasy football involves drafting a lineup of players…

When clients see “Client Relationship Manager” in my signature line, they may picture meetings, phone calls, and a full inbox. Those are part of it, sure, but they’re only the visible layer. Most of what actually goes into great client…

If you haven’t been paying close attention to the artificial intelligence industry over the last few months, a lot has changed, and it is worth catching up. The major AI companies all released significant new models this summer. Systems considered…