Blog
Market Update March 2026: Fed, Oil Shock & Tariff Uncertainty
Markets face a rare convergence of Fed policy uncertainty, Middle East-driven energy shocks, and shifting trade policy. Here's what the data says and how to think about it.
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Supply vs. Demand Shocks: Why This Inflation Is Different
Why supply-driven inflation from oil and tariffs is harder to solve than the demand-driven inflation of 2021-2022, and why traditional monetary policy playbooks don't apply cleanly.
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When Headlines Move Markets: What History Tells Us About Geopolitical Shocks and Recoveries
Markets have faced dozens of geopolitical shocks since WWII. The average S&P 500 drawdown has been about 5 to 6 percent, with recovery often measured in weeks. Here is what the data shows, including the key exceptions.
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Why Smart Investors Make Emotional Decisions (And What to Do About It)
Understanding the cognitive biases that shape investment decisions, and practical ways to work with your psychology instead of against it.
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