Articles

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Red, White & Reallocation: Where Republican Capital Moves Next
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Red, White & Reallocation: Where Republican Capital Moves Next
​Tariffs, energy dominance, and industrial revival
by Ken Hubbard | 2026-02-12
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Market Shift: AI Infrastructure and the "Quality" Rotation
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Market Shift: AI Infrastructure and the "Quality" Rotation
TL;DR: The Week at a Glance, moving from tech to value
by Ken Hubbard | 2026-02-11
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STAY AHEAD OF THE CURVE
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STAY AHEAD OF THE CURVE
Markets have a way of humbling
by Ken Hubbard | 2026-02-10
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This Week in Investing: Where Do We Go From Here?
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This Week in Investing: Where Do We Go From Here?
The Dow touching 50,000 isn’t just a headline—it’s a psychological milestone.
by Ken Hubbard | 2026-02-09
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The Market’s Favorite Hobby: Overreacting
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The Market’s Favorite Hobby: Overreacting
It's Friday the 6th of February 2026, having fun yet?
by Ken Hubbard | 2026-02-06
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Volatility Is the Feature, Not the Bug
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Volatility Is the Feature, Not the Bug
If you’re a Republican investor right now, the worst mistake you can make is confusing volatility with danger.
by Ken Hubbard | 2026-02-05
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Trump’s India Trade Deal: Tariffs, Power, and a Strategic Re-Write of the Global Map
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Trump’s India Trade Deal: Tariffs, Power, and a Strategic Re-Write of the Global Map
Yesterday, President Trump announced a new trade and tariff deal with India—and Wall Street’s first reaction missed the point.
by Ken Hubbard | 2026-02-04
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A Few Gems to Watch This Week
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A Few Gems to Watch This Week
​Early-Stage Startups • Emerging Markets • Niche Plays for Republican Investors
by Ken Hubbard | 2026-02-03
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This Week Is Going To Be Interesting
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This Week Is Going To Be Interesting
Here we go, this week is going to be interesting with Warsh entering the game
by Ken Hubbard | 2026-02-02
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Markets Played It Cool This Week—But Smart Money Wasn’t Sleeping
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Markets Played It Cool This Week—But Smart Money Wasn’t Sleeping
What happened this week, what to prepare for next week.
by Ken Hubbard | 2026-01-30
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When Markets Look for Confirmation
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When Markets Look for Confirmation
Markets can live with uncertainty. What they struggle with is contradiction.
by Christian Morano | 2026-01-29
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When Policy, Profits, and Credibility Collide
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When Policy, Profits, and Credibility Collide
Markets are entering a moment where assumptions give way to accountability.
by Christian Morano | 2026-01-28
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A Chill in the Air — Stay Alert, Not Alarmed
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A Chill in the Air — Stay Alert, Not Alarmed
You can feel it this morning. The temperature dropped, markets quieted, and investors suddenly stopped scrolling and started listening.
by Ken Hubbard | 2026-01-27
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What Republican Investors Should Be Watching This Week
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What Republican Investors Should Be Watching This Week
Markets enter this week walking a familiar tightrope
by Ken Hubbard | 2026-01-26
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A Quiet Week That Said More Than It Looked Like
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A Quiet Week That Said More Than It Looked Like
This week didn’t arrive with fireworks. It arrived with signals.
by Christian Morano | 2026-01-23
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