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Straight From Stern - June 2026
2026 is nearly halfway over and we are wrapping school and getting ready for camp season. We're excited to spend time outdoors, grilling and playing sports. May's top performer: Emerging Markets.
sstern34
Jun 34 min read


The Quick Take by Stern — Building Resilient Portfolios in an Uncertain Macro Environment
If you've been paying attention to markets lately, you've noticed something: the old playbook isn't working the way it used to. We're seeing **rising government debt**, **divergence between market lea
sstern34
Apr 213 min read


The Quick Take by Stern — Defensive Positioning in Uncertain Times: Asset Classes and Strategies That Perform
We're living through a collision of three forces right now: **geopolitical tension** (Iran negotiations, regional instability), **technical weakness** in equity markets (the "Magnificent 7" and broade
sstern34
Mar 243 min read
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