Genie in the Bottle | The Weekender 9.12.26

Welcome to the current issue of Weekender!

Read September 12th’s Weekender for our regular update on the S&P 500 and financial markets. We discuss AI and it’s political, social, and infrastructural complexities, as well as strange currents in the water of both fiscal and monetary policy. We also briefly visit the consumer before moving into commentary around our “Five Buckets” framework for investing and research.

This Weekender concludes with a “One More Thing” reflecting upon September 11, 2001.

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WHAT COPPER KNOWS – 9.7.26

WOOD FOR ALL SEASONS – 8.1.26

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