Watching the Lights Turn Red
March 2026 | Kate Dumas, CFA
Conflict in the Middle East pushes oil and gas higher — a region-by-region look at who's exposed.
Soundings
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- All Posts
- AI
- Alternative Investments
- Commodities & Real Assets
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- Equities
- Fed Policy
- Fixed Income
- Gold
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- Impact
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Watching the Lights Turn Green
March 2026 | Kate Dumas, CFA
Markets shrug off a shocking escalation in the Middle East, closing higher within hours.
Las Cucarachas
February 2026 | Kate Dumas, CFA
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
Gold Math
February 2026 | Kate Dumas, CFA
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.
Uncorrelated
January 2026 | Kate Dumas, CFA
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.
A Contrarian Trade?
January 2026 | Kate Dumas, CFA
Climate risk hasn't gone away just because "ESG" has fallen out of fashion. A response to a widely-read NYT piece.
Woe is Me
January 2026 | Kate Dumas, CFA
Skipping the annual list of risks for something rarer: real reasons for optimism heading into the new year.
Investing for Impact
January 2026 | Kate Dumas, CFA
Why family offices are poised to lead a new wave of values-aligned investing in the years ahead.
The MANIAC
December 2025 | Kate Dumas, CFA
John von Neumann's staggering legacy — and an unsettling parallel to today's AI race.
Total Portfolio Approach
December 2025 | Kate Dumas, CFA
A challenger to traditional asset allocation gains ground. What it asks of governance and structure.
Thanksgiving
November 2025 | Kate Dumas, CFA
"The root of joy is gratefulness...It is not joy that makes us grateful; it is gratitude that makes us joyful.” ― David Steindl-Ras
The Rising Tide
November 2025 | Kate Dumas, CFA
Bonds are having their best year since 2020 — but the reward for active risk-taking has rarely been thinner.
How Many Lightbulbs Does It Take to Power AI?
November 2025 | Kate Dumas, CFA
What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.
The Future is Female
November 2025 | Kate Dumas, CFA
Trillions in wealth are set to pass to women first. Are advisers ready to meet them where they are?
Concentration – Part Deux (et Trois)
October 2025 | Kate Dumas, CFA
Index funds now own half the market. A closer look at what that concentration really means.
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