If you’ve been paying attention to the news lately, it’s hard to ignore what’s going on in the Middle East. Tensions involving Iran have escalated quickly, and a big part of the story is the Strait of Hormuz. This is a critical shipping route where roughly 20% of the world’s oil supply passes through. When there are disruptions in that region, it doesn’t take long for oil prices to react, and in turn, for global markets to feel the impact. That’s exactly what we’re seeing rig

Mark's strategy of scanning broadly, acting quickly, pressing what is working and removing what is not is the kind of approach that has worked for him for decades. It is also a great reminder that the next wave of returns will not look like the last. If you are holding yesterday’s leaders, you may be missing tomorrow’s winners. This is particularly true when looking at technology as an investment.

Since March 1st, we’ve all been on a wild ride in the markets. Some are calling it the 'Tariff Tantrum' - which I think will stick....