Oct 14
Time Is on Our Side
By Mark Berube, ChFC, CLU, and Ike Fontaine, Co-Founders, Quantum Capital
The question everyone asks
Every investor conversation this
7 min read
Ike Fontaine
Oct 12
Rates Are Going Straight Up and No One Cares
Mark Berube, ChFC, CLU, Co-Founder · Ike Fontaine, Co-Founder
Part One: Why Interest Rates Are Going Straight Up
Interest
8 min read
Oct 05
Narrative Dominance
How Efficient Markets Led to the Ethereum Rally
8 min read
Sep 14
The Vote Count, Not the Narrative
The market is pricing a 90 percent chance the Federal Reserve raises rates this week. That number comes from two
3 min read
Sep 10
The Law Needs the Proof
Washington keeps talking about the CLARITY Act like Ethereum is waiting on it.
4 min read
Sep 01
Retail Will Hate This Rally
The pieces were all public. None of it was hidden.
3 min read
Aug 29
This Week’s Actions
Friday, August 28 — Jackson Hole
Fed Chairman Kevin Warsh delivered his first Jackson Hole keynote as Chairman, titled “In Our
3 min read
Aug 27
How the Story Gets Told to You
Every few days, a headline tells you the Fed is trapped. Growth is slowing. Inflation is hot. The Chairman is
3 min read
Aug 26
The Bessent Doctrine, Piece by Piece
A note from Mark Berube and Ike Fontaine, Co-Founders
3 min read
Aug 24
Reading Past the Headline: Bessent, Warsh, and the Week Ahead
A note from Mark Berube and Ike Fontaine, Co-Founders
This is an educational piece, not a trade call. Our
5 min read
Aug 21
Policy Assurance
Markets rarely fall apart because bad news arrives. They fall apart when investors stop believing anyone will do anything about it.
13 min read
May 22
The Quiet Bank Run Nobody Is Talking About
It’s not 2008. No lines outside branches. But your community bank is bleeding deposits in slow motion, and the people doing it just got federal approval to keep going.
6 min read