A Fractured AI Trade
By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade.…
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The Comfort of Doing Something
By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice…
The Tortoise and the Hare
By Eric Parnell “Your friend is heavy, But he was ready And never stopped for a while, And while you were…
Asset Allocation in 2026: “Survey Says”
By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation…
Purple Rain
“I know times are changing, It’s time we reach out for something new, That means you, too, You say you want to be…
Priced Before Proven
By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a single…
The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the…
Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That…
The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering…
Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st…