Wood for All Seasons | The Weekender 8.1.26

Welcome to the current issue of Weekender!

Read August 1st’s Weekender for our regular update on the S&P 500 and financial markets, which seemed unremarkable over July, but churned under the surface with abandon. We discuss oil and the repercussions of extended conflict, especially as it relates to the Federal Reserve under Kevin Warsh.

This Weekender introduces for the reader a bit of context around our “Five Buckets” framework for investing and research, and then concludes with “One More Thing” on the intention behind masterful carpentry.

Read Now
Subscribe to the Weekender

LIVES, FORTUNES, AND SACRED HONOR – 7.4.26

LIVING IN ELON’S WORLD – 6.27.26

GAMIFICATION – 4.25.26

CREATURES AND MACHINES – 4.11.26

UNCERTAINTY AND PEACE – 4.4.26

DIFFERENT AGAIN – 3.7.26

OUT OF THE WAY – 2.28.26

REINVENTION RULES – 2.14.26

ALL THAT GLITTERS – 1.31.26

A RESOLUTION – 1.10.26

THANK YOU – 11.29.25

NO FEAR – 11.15.25

BOREDOM AND CURIOSITY – 10.11.25

LOSERS, EVERY ONE OF US – 9.13.25

LABOR BOOGIE – 8.16.25

WHEN DATA RULE – 8.9.25

THIS TIME IS DIFFERENT – 8.2.25

POSITIVITY – 6.21.25

CONTEMPT – 6.14.25

TWO QUESTIONS – 5.10.25

END OF AN ERA – 4.26.25

PLAYING WITH FIRE – 4.12.25

REST WELL JEREMY – 3.29.25

TARIFF TROUBLES – 3.15.25

HOUSE VIEW SUMMARY – 3.8.25

ALL FOR ONE – 2.22.25

BEGINNING AGAIN – 2.15.25

CHANGES COMING – 11.23.24

HAIL TO THE CHIEF – 11.9.24

I LOVE EVERYBODY – 10.19.24

WHAT A WONDERFUL WORLD – 9.27.24

MUCH ADO ABOUT NOTHING – 8.17.24

THE ROTATION CONTINUES – 7.1.24

COMMODIFICATION – 6.22.24

BEST DAY – 6.15.24

SHORT INTEREST – 6.1.24

WHY WE FIGHT – 5.27.24

EVERYTHINGS AMAZING AND NOBODYS HAPPY – 5.18.24

PIANO MAN – 3.16.24

ONCE AND FUTURE KING – 2.24.24

SO LITTLE AT STAKE – 2.3.24

LET THE BITINGS BEGIN – 1.27.24