Following the abrupt February 20, 2026 Supreme Court tariff ruling and a broader shift toward structural policy volatility, gold’s strongest annual return since 1979 in 2025 signals that investors may ...

Despite “Selling America” concerns tied to geopolitical uncertainty and policy risks, foreign investors increased U.S. Treasury holdings by more than $650 billion in 2025 to a record $9.27 trillion, ...

Every so often, a simple question reveals how narrow our field of vision can become. Ask a group of U.S.-based investors to name one of the top-performing country equity markets over the past year.

Defense spending is transitioning from a cyclical theme to a structural supercycle. Multi-year backlogs, inventory replenishment and modernization efforts in Europe and Asia point to durable revenue ...