Resources
How we think, out loud, over the years.
Most of what a firm believes, you only find out after you’ve hired them. We’d rather you knew first.
My Views
The latest from Jeff.
Letters from Jeff, newest first.
The View From the Wall - October 13, 2026
You filled up in Kingsport this week for $3.89 a gallon. Same as last week. Tennessee and the national number both slipped a few cents. Our corner of the country is still getting off easier than most.
1 min readOne Narrow Strip of Water and Your Gas Tank
There's a stretch of water on the other side of the world, barely 20 miles wide, that reaches into your wallet faster than anything Washington does. It's called the Strait of Hormuz, and a fifth of the planet's oil moves through it. One rumor, one drone, one tanker out of place, and the price at your pump jumps overnight. You felt it this summer, and you'll feel it again.
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