Anthropic Opens the Books
By Evan Coffey In May, Anthropic was privately valued at $965 billion. Next month, public markets may be asked to…
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Hazy Shade of Winter
By Eric Parnell “Look around, Leaves are brown, And the sky is a hazy shade of winter” –Hazy Shade of…
A Moving Target
By Evan Coffey & Kate Templeton Consider an investor who did what the textbook asks and took diversification seriously. He…
AI Doomerism
In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and…
The Subtle Change
By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active…
It’s the End of the World as We Know It (and I Feel Fine)
By Eric Parnell “Team by team reporters, baffled, trumped, tethered, cropped Look at that low playing, fine, then” –It’s the…
Trouble
By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was born Worry,…
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.…
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…