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  • Firm
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    • Discretionary Investment Management
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    • Multi – Asset Investment Experience
    • Independence
    • Holistic Planning
    • Value Added Approach
  • Insights & Education
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Market Insights

March 10, 2026
By Gerasimos Efthimiatos
Market Insights

The Madman Who Speaks the Truth

AI is beginning to disrupt the software industry it once powered. This letter examines how AI may be disrupting not just industries, but software itself, raising questions around v

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September 17, 2025
By Gerasimos Efthimiatos
Market Insights

Policy as a Catalyst for Market Divergence

Tariffs, crypto regulation, energy policy, and AI are reshaping which companies win and lose. This letter looks at the growing role of policy and AI in driving market winners and l

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January 2, 2025
By Gerasimos Efthimiatos
Market Insights

The Policy-Driven Market Regime

Government policy is emerging as a primary driver of market outcomes, with deregulation, reshoring, and fiscal shifts shaping sector performance. This letter explores how alignment

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wealth-management-nyc
July 23, 2023
By Gerasimos Efthimiatos
Market Insights

Fool in the Shower

Consensus has shifted toward a soft landing, but the full impact of the Fed's rate hikes has yet to be felt. Using Milton Friedman's "fool in the shower" metaphor, this letter exam

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wealth-management-services
April 25, 2023
By Gerasimos Efthimiatos
Market Insights

Apothenia

Investors often rely on patterns that worked in the past - even when the environment has fundamentally changed. This letter examines the risks of applying a disinflation-era playbo

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October 4, 2023
Alternative Investments In a Portfolio Context
Alternative Investments
By Gerasimos Efthimiatos
April 25, 2023
Apothenia
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