Portfolio Update: January 2026 — Market Gyrations
As we close out the first month of 2026, we’re seeing loud and brash headlines. But is the controversy creating a ‘sliding-door’ opportunity for investors?
American Empire: Turning Chaos Into Capital
The United States is entering a new era of aggressive expansionism. Should we fear it? Or could this pave the way for brighter days ahead?
Italy’s Best Kept Secret: ~20% Returns for Two Decades
Finding mispriced opportunities often starts with a simple question: what holds up when the cycle turns? Well, here’s one Italian business that could surprise investors.
90% Foreign Born: A Stock Market Built on Migration
As the world shifts from globalism to nationalism, one country has found a clever way to sidestep the migration debate. Here’s why it’s capturing serious wealth.
The Portuguese Lesson: From Crisis to Confidence
It’s a stunning economic turnaround. This European nation is now receiving plaudits for its ambitious reform. Could there be more upside to come?