Hello friends, We hope this letter finds you well. Over the past few years, we have witnessed a steep increase in the prices of precious metals such as gold and silver. We have fielded some inquiries so we thought it would be of interest to you if we organized our thoughts on this topic inRead more “Winter 2026 Newsletter: Market Update”

Hello friends, Since our last correspondence, the U.S. stock market has once again shown its resilience and rewarded the “buy-the-dips” crowd, making a sharp recovery from a 10-15% correction in April. This brief downturn was not unusual and after all, the S&P 500 had been up more than 20% in each of the prior twoRead more “Fall 2025 Newsletter: Market Update”

Dear friends, We hope this letter finds you well. In this letter, we provide commentary on U.S. stocks, the “magnificent seven” and geopolitical headlines including tariff threats. Given the threat of tariffs that has dominated the news cycle, many of you might ask, “What impact will potential U.S. tariffs on Canadian, Mexican and Chinese goodsRead more “Spring 2025 Newsletter: Market Update”