Research & News
Daily Comment (August 14, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a discussion of the Pentagon’s decision to relieve a US aircraft carrier that has faced a long deployment due to the drawn-out war in Iran. We next review several other international and US developments that could affect… Read More »
Daily Comment (August 13, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a concerning new development in the Russia-Ukraine war, where heightened attacks by both sides in the Black Sea are now threatening global grain supplies as well as energy shipments. We next review several other international and US… Read More »
Daily Comment (August 12, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a short update on the war in Iran, where the US Navy yesterday fired on a container ship trying to slip through its blockade. We next review several other international and US developments that could affect the… Read More »
Daily Comment (August 11, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a short update on the conflict in Iran. We next review several other international and US developments that could affect the financial markets today, including growing economic disruptions in Germany due to Europe’s recent heatwaves and drought… Read More »
Bi-Weekly Geopolitical Report – Meet Andy Burnham (August 10, 2026)
by Patrick Fearon-Hernandez, CFA | PDF In July 2026, the United Kingdom got its seventh prime minister in a decade when Andy Burnham replaced Keir Starmer as leader of the center-left Labour Party and head of government. Burnham’s rise is remarkable not only because he returned to regional politics following a self-imposed exile, but because… Read More »
Daily Comment (August 10, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the war in Iran, including news that Tehran has demanded a number of conditions the US must meet before it will allow free shipping through the Strait of Hormuz. We next review several other… Read More »
Daily Comment (August 7, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on the agreement to reopen the Strait of Hormuz, alongside signs that the conflict could spread deeper into the Middle East. We then focus on the Japanese yen and a possible return to currency intervention. Next,… Read More »