Monday, February 9, 2026

US Debt, A New Japan, Global Sentiment, Gold, Silver, etc. (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:  


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Tuesday, February 3, 2026

Jibes With Our Thesis

One last blog post for this week... The below jibes with our global infrastructure theme for 2026... Our Mexican equity exposure is seeing quite the lift on this news today... Our other infrastructure plays are trending nicely as well: