Daily Comment
Daily Comment (August 21, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of another major disruption in the global shipping industry, which will likely drive up costs for customers trying to move their goods around the world. We next review several other US and international developments that could… Read More »
Daily Comment (August 20, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an important new development in the Iran war, where reports say the US has been quietly running convoys of oil tankers through the Strait of Hormuz. We next review several other international and US developments that could… Read More »
Daily Comment (August 19, 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, where new attacks on shipping add to evidence that the conflict will continue for some time. We next review several other international and US developments that could affect the financial… Read More »
Daily Comment (August 18, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the conflict in Iran, where there are new signs of the war expanding. We next review several other international and US developments that could affect the financial markets today, including new evidence that sophisticated… Read More »
Daily Comment (August 17, 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, where new reporting confirms our suspicions that hardline leaders in Tehran intend to keep fighting the US. We next review several other international and US developments that could affect the… Read More »
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 »