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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...
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July 14, 2026 in
Gold and the Limits of the Fear Story
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...
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June 23, 2026 in
The Concentration You Cannot See
Why a well-diversified portfolio may be a far bigger bet on artificial intelligence than it appears. Diversification is often called the only...
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May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
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April 23, 2026 in
Inflationary Now, Deflationary Later [Part 1]
Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...
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April 9, 2026 in
Our Q1 2026 Investment Outlook is Out
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...
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March 26, 2026 in
When the Crowd Becomes the Market
There is a question that has quietly moved from the fringes of academic finance into mainstream portfolio discussion: what happens to markets when...
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March 10, 2026 in
The Last Mile of Disinflation: Why the Path Still Matters
Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...
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February 20, 2026 in
The New Regime: Inflation Volatility, Not Inflation Itself
For much of the last decade, investors operated in a fairly familiar world: inflation was low, interest rates were lower, and the dominant challenge...