Research Call: China Trade
https://vimeo.com/339970174
https://vimeo.com/339970174
The first quarter of 2026 served as a reminder of how quickly market narratives can shift when geopolitical and macroeconomic forces collide. What began as a relatively stable backdrop—with expectations for two Federal Reserve rate cuts during the year—quickly gave way to a more uncertain environment. The Iran
The railroads ruined a generation of investors and built a nation. The same could be said of the early internet. In both cases, capital rushed in faster than the economics could justify, prices eventually broke, and the headlines declared a cautionary tale. What they missed was what had been left
Not all accounts are the same. Two statements might look nearly identical—similar balances, familiar names—but the way they are structured can lead to very different outcomes over time. The type of account and the way it’s titled quietly shape how assets are taxed, how they can be
Auour has been evolving the technology we use to communicate with clients and friends. Alongside those changes, we thought it was a good time to adjust the rhythm of our outreach. This note is the inaugural issue of the new format, which we hope will prove to be an improvement.