Posts filed under: Insights

Our Two Cents: On AI – The Market Wants Proof, Not Promises

The market has stopped cheering AI spending and now demands proof that it turns into real revenue.... Read More

Our Two Cents: Houston, We Have a Valuation Problem

The SpaceX IPO captured headlines and investors alike, but it also highlighted an enduring investment lesson.... Read More

New Road’s Quarterly Commentary – Q2 2026

Successful investing isn't about predicting every headline, but about remaining committed to a disciplined investment process.... Read More

Our Two Cents: Money Supply and Inflation: Signal or Noise?

Money supply growth sometimes precedes inflation, sometimes decouples from it, a contextual signal, not a standalone predictor.... Read More

Our Two Cents: When markets stop reading the headlines

While oil continues to react to every geopolitical headline, the stock market has largely stopped reading them.... Read More

New Road’s Quarterly Commentary – Q1

You can’t control the wind… but you can adjust your sails. Q1 2026 delivered exactly that kind of market.... Read More

Our Two Cents: Bonds are always a safe haven… right?

Oil price-driven inflation fears pushed Treasury yields higher, challenging their safe haven status.... Read More

Our Two Cents: Gold and the Interesting Case of Late Arrivals

Gold prices have surged, but ETF flows show investors often buy only after the rally is well underway.... Read More

Our Two Cents: Should You Take More or Less Risk in Retirement?

Smart investing remains essential in retirement. This article outlines how multi‑asset portfolios help sustain...... Read More

Our Two Cents: Asset Classes & Position Sizing

This article explores two important tools for risk management: asset class diversification and position sizing... Read More