Insights

Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.

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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AI Winners and Losers

AI is reshaping markets, boosting chips, energy, and platforms while pressuring SaaS, services, and legacy industries
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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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