Areté market commentary: History in the making
Two Wars, No Confirmation
Observations by David Robertson
A weekly compendium of market observations, fresh insights, and nuggets of wisdom to help inform investment decisions.
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Latest episodes
Observations by David Robertson, 8/7/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 7/31/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 7/24/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 7/17/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 7/10/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 7/3/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 6/26/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 6/12/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 6/5/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 5/29/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 5/22/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 5/15/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 5/8/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 5/1/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 4/24/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 4/17/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Observations by David Robertson, 4/10/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.
Market review Q1 26: Markets in the Crossfire
The first quarter left investors frustrated and exhausted. Bigger changes are coming.
Observations by David Robertson, 4/3/26
Observations, insights, and implications to help navigate the ever-changing investment landscape.