The Weekly Edition
Weekend of July 26, 2026
THE FOUNDER'S LETTER
A basket of Trump-aligned funds has shed roughly 16% since May, and the market's message to Washington is unmistakable: clear rules beat clever ones.
Read the full letter →By Harrison Vale, Founder · CEO Times
In This Issue
A basket of Trump-aligned funds has shed roughly 16% since May, and the Federal Reserve now debates a rate hike; the market is pricing uncertainty as a tax.
The Oracle of Omaha has long championed taxing inherited wealth, yet his own lawful plan steers roughly $140 billion past the Treasury entirely.
The AI build-out is stalling not for want of chips but for want of electricians, welders, and pipefitters. Markets, not mandates, will close the gap.