AI Doomerism
In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and Dario Amodei’s…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
The Subtle Change
By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active management would…
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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 End of…
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Trouble
By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was born Worry, Worry, worry,…
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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. Nvidia reported…
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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 over the…
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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 sleeping, He…
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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 for high-net-worth…
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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 a leader, But…
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Priced Before Proven
By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a single afternoon in…
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