July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
April 7, 2022
Our latest Investment Strategy Quarterly provides a nostalgic and musical economic and market outlook and breaks down the Federal Reserve (Fed), shedding light on its monetary policy goals and tools. As well as highlighting some compelling market opportunities and placing a spotlight on key factors currently impacting the Oil Markets.
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July 17, 2026 in
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 14, 2026 in
Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...
April 9, 2026 in
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...