Asset Allocation Reports
Asset Allocation Bi-Weekly – The Great Silver Short Squeeze (January 20, 2026)
by Thomas Wash | PDF There is perhaps no market force more fearsome than a true short squeeze. In our increasingly digitized financial world, a perilous gap often emerges between “paper” positions and physical reality. A short squeeze occurs when entities that have sold a promise to deliver an asset, be it a stock, a… Read More »
Asset Allocation Bi-Weekly – America’s AI Buildout and Its Market Risks (January 5, 2026)
by Thomas Wash | PDF The construction of data centers has come to define the US economic narrative of 2024 and 2025. This unprecedented buildout reflects the urgent need to adapt national infrastructure to the rapid proliferation of artificial intelligence (AI). While the surge in investment has provided a powerful boost to economic activity, it… Read More »
Asset Allocation Bi-Weekly – What Catch-Up Economic Reports Say About the AI Boom (December 8, 2025)
by Patrick Fearon-Hernandez, CFA | PDF Now that the federal government’s record-breaking shutdown over budget issues has ended, agencies have been releasing batches of delayed economic reports. In some cases, officials have warned the reports may never be released, given that statisticians can’t go back in time and collect certain data. The prime examples of… Read More »
Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2026 (November 17, 2025)
by Patrick Fearon-Hernandez, CFA | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability benefits can be an important part of their financial security. For many people, Social Security benefits are the only significant source of income in advanced age. On average, these benefits account… Read More »
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (November 3, 2025)
by Thomas Wash | PDF No one likes finding a cockroach, especially in a place that should be clean, like the financial system. Last month, JPMorgan CEO Jamie Dimon issued a warning, suggesting that isolated loan failures — the “cockroaches” — are pointing to a much broader credit risk problem. He specifically flagged risky loan… Read More »