MARKET COMMENTARY | May 2026
Patience Over FOMO: The Case for a Defensive Posture
Current market conditions and portfolio positioning.
CLIENT MEMO | May 2026
The Equity Risk Premium Has Compressed to a Generational Low
Why today’s valuations offer no cushion.
COMPANY RESEARCH | May 2026
UPS: Stepping Aside While Carol Acts
How Amazon’s entry shifts the risk/reward balance.
COMPANY RESEARCH | May 2026
Novo Nordisk: Quietly Winning
Q1 2026 Earnings Preview.
COMPANY RESEARCH | April 2026
Greater China: A Strategic Assessment and Path to Recovery
A scenario-based framework for Nike's most challenged geography — covering market sizing, competitive positioning, and three operating outcomes through FY2028.
Distributed to Nike investor relations and senior management.
COMPANY RESEARCH | April 2026
Nike: Win Now, But Later
Q3 FY2026 Post-Earnings Analysis.
AI , WORK, & GENERATIONAL WEALTH STRATEGY | March 2026
Part I: Work Will Change. Wealth Must Adapt.
A five-part analysis of AI-driven labor market disruption, K-shaped career outcomes, generational earnings compression, and the investment strategy implications.
AI , WORK, & GENERATIONAL WEALTH STRATEGY | March 2026
Part II: Will K-Shaped Careers Replace the Career Ladder?
Why underemployment will be the key metric going forward.
AI , WORK, & GENERATIONAL WEALTH STRATEGY | March 2026
Part III: What Career Volatility Costs the Next Generation
A world of heightened income volatility for the next generation has a direct implication for inherited wealth: financial reserves will need to be meaningfully larger than they were for prior generations.
AI , WORK, & GENERATIONAL WEALTH STRATEGY | March 2026
Part IV: Rising Tide. Stagnant Wages.
The internet era created enormous wealth from 1995–2015. Over that period, US median real wages grew 10%, while productivity grew more than 3x faster. Gains decoupled from labor, and went to capital.
AI is a larger, faster version of this same shift.
AI , WORK, & GENERATIONAL WEALTH STRATEGY | March 2026
Part V: Financial Peace of Mind in the AI Era.
A system, not a number, and the conversation that makes it work.
Wealth transferred without context gets spent. Wealth transferred with a framework gets compounded.
