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Market Analysis


Navigating Market Volatility: A Steady Hand During Uncertain Times
The financial markets are experiencing heightened volatility as geopolitical tensions escalate in the Middle East. With ongoing conflicts impacting global sentiment, many investors are watching their portfolio values fluctuate with growing concern. While these developments naturally create anxiety, history has shown us that maintaining perspective and adhering to sound investment principles during turbulent periods often separates successful long-term investors from those who

Mike Germain, CFA
Mar 276 min read


The Iranian Crisis and Its Impact on Global Oil Companies
Fifteen days into the U.S.-Israeli military campaign against Iran, the global oil industry is experiencing what the International Energy Agency has called the "biggest supply disruption in the history of the oil market." The de facto closure of the Strait of Hormuz has removed approximately 10 million barrels per day from global supply — roughly 10% of world production — sending crude prices surging past $100 per barrel and forcing oil companies worldwide to confront a crisi

Mike Germain, CFA
Mar 165 min read


Silicon Valley's New Reign: Why AI-Powered Tech Leads the Next Investment Cycle
The next industrial revolution isn't coming; it's here, and it's powered by Artificial Intelligence (AI).

Mike Germain, CFA
Dec 5, 20252 min read
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