Remembering Alan Greenspan
June 22, 2026
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- Research // Quarterly Letter – Q1 2026: War… But Do Investors Care? // Read Now
- Video // Afsaneh Beschloss Interview with David Rubenstein // Watch Now
- Newsletter // Warsh at the Controls: Other Forces Also Driving Rates // Read Now
Quarterly Letter – Q1 2026: War… But Do Investors Care?
Market behavior in Q1 was dominated by the war with Iran, with global oil prices soaring and equities collapsing after the February 28 attacks by the US and Israel. But after weeks of war, the extraordinary resilience of the US economy began to reassert itself. Creeping doubts about the profitability of AI had dampened performance before the war. But these and other concerns seemed to be cast aside at the end of Q1 as “buy the dip” fervor took over. It continued into April.
Warsh at the Controls: Other Forces Also Driving Rates
President Trump has finally got his preferred Fed Chair – at a moment when markets are increasingly uncertain about the likelihood of any interest rate cuts this year, let alone the deep cuts that the President has been calling for since he took office. Good news as well as bad news explains the shift in expectations. A push and pull between AI hopes and geopolitical fears is defining market moves.
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Newsletter
Warsh at the Controls: Other Forces Also Driving Rates
May 29, 2026
President Trump has finally got his preferred Fed Chair – at a moment when markets are increasingly uncertain about the likelihood of any interest rate cuts this year, let alone the deep cuts that the President has been calling for since he took office. Good news as well as bad news explains the shift in expectations. A push and pull between AI hopes and geopolitical fears is defining market moves.
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News
Remembering Martin L. Leibowitz: A Visionary in Modern Finance
May 21, 2026
Martin L. Leibowitz, who recently passed away, was one of the great architects of modern finance—a brilliant thinker, mentor, and friend whose influence shaped generations across the investment world.
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