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Join date: Dec 23, 2024
Posts (120)
May 19, 2026 ∙ 1 min
Q2 2026 Webinar - Dispersion
In our Q2 2026 webinar, we review three potential disruptive environments that may happen:
1. Inflation
2. AI Bubble
3. Exposure of Governmental Corruption
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Apr 3, 2026 ∙ 6 min
Inflection Point?
Markets have declined to an area where small pullbacks can end, but large pullbacks can start.
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Nov 5, 2025 ∙ 10 min
Are Valuations Too High?
Following the tariff scare in the spring, markets have calmly but consistently pushed to new all-time highs. Some investors say that equity valuations are too high, and that we are due for a correction. What does the data say?
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Jim Denholm
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Founder & CEO
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