05/07/2026
The May 2026 Client Letter is here!
Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel...
Read the full client letter here:
MAY 2026 CLIENT LETTER Client Letters May 6, 2026 Dear Valued Investor, Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising. But that’s not all th...