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Insights
Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.
Market commentary
5
min read
The Iran War; Reopening the Strait of Hormuz
Hormuz tensions threaten oil flows, boosting prices, reshaping geopolitics, and hitting transport sectors while aiding energy/defense.
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Market commentary
5
min read
Dangerous, Faulty Assumptions
Tech disrupts perceived value—diamonds, pearls, gold, and currency show assumptions can fail as supply and systems evolve.
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Market commentary
5
min read
AI Winners and Losers
AI is reshaping markets, boosting chips, energy, and platforms while pressuring SaaS, services, and legacy industries
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Market commentary
5
min read
The Iran War; Reopening the Strait of Hormuz
Hormuz tensions threaten oil flows, boosting prices, reshaping geopolitics, and hitting transport sectors while aiding energy/defense.
Read post
Market commentary
2
min read
No Navy, No Air Force, No Problem
Missiles and drones may outclass traditional defenses, raising major military, economic, and geopolitical risks.
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Market commentary
3
min read
The Iran War Part 4: Never Wound a Prince
Airstrikes may not force regime change in Iran, raising risks of prolonged conflict, hidden weapons threats, and ongoing market instability
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Market commentary
6
min read
Fighting The Last War Part 3; High Risks in Iran
Low-cost drone warfare may favor Iran, raising risks of prolonged conflict, higher oil prices, and major strategic challenges for the US
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Market commentary
5
min read
Fighting The Last War; High Risks in Iran
Drone and missile swarms may make aircraft carriers vulnerable, heightening risks of conflict with Iran and global market shocks
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Market commentary
4
min read
Market Misperceptions; Comments on Data Centers and SAAS Firms
Space data centers may cut energy costs, but high launch expenses raise doubts as investors weigh Musk’s strategy and SaaS industry risks
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Market commentary
3
min read
Iran Part 2: Now for the Hard Part
Markets uneasy after Iran leadership removal as regime change risks, Hormuz oil threats, and instability raise concerns for investors.
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Market commentary
4
min read
Jack in the Box: No Change Needed - Really?
Jack in the Box shareholders signaled dissatisfaction after severe underperformance; director support plunged.
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Market commentary
4
min read
Making Sense of the Chinese Chaos: What it might mean for portfolio positions
Xi’s purge of top PLA “princelings” breaks elite consensus rules, raising succession instability and potential Taiwan escalation.
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Market commentary
2
min read
The Corporate Governance Field - A Pathway to a Better Future
Proxy advisory firms face major conflicts of interest due to overlapping roles and limited structural safeguards.
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Market commentary
7
min read
Faster, Better, Cheaper: Emerging Threats and Opportunities
China’s reinvestment and new tech challengers are reshaping chips, autos, banking, energy, and markets, creating risk and opportunity.
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Market commentary
5
min read
Forgotten Rules of the “Game”: The Broader Economic Environment
Political whims can override economics, reshaping housing, credit, currencies, and markets posing sudden, lasting risks for investors.
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Market commentary
8
min read
Jack in the Box: Up in Smoke
Jack in the Box shares fell 76% in two years as weak branding, poor strategy, falling sales, and heavy debt drive board opposition.
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Market commentary
6
min read
The New “Golden Age”?
Negative headlines miss the point: geopolitical shifts, fiscal discipline, and technology gains support a more optimistic long-term outlook.
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Market commentary
3
min read
Asset Managers Move away from structurally conflicted proxy advisors
U.S. proxy voting is dominated by conflicted, concentrated firms mixing advice, voting, and consulting—undermining trust and accountability.
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Market commentary
3
min read
Corporate Governance Commentary: The Importance of Being Earnest (and Independent)
Proxy advisors face growing scrutiny over conflicts and concentration, driving calls for reform and clearer separation.
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