Theme
Markets
9 letters, newest first.
My Views from Wall Street to Center Street - Q4 2026
Thank you. 60 years doesn't happen without you. To those of you who were there on September 24th, you already know. You saw it. And for those who couldn't make it, let me give you a feeling for the night.
2 min readThe 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.
2 min readThursday at the Table - The Cornered Animal: Why Gas Won’t Come Down
I was with Jake the other day while he filled up his car, and we got to talking about something you’ve probably noticed yourself. I thought this was supposed to be getting better. You hear the news, oil’s flowing again, maybe a deal coming, and then the tank fills up and it’s the same sting it’s been. It doesn’t add up, and you’re not wrong to feel that way. So let me tell you what I’ve come to understand about it, because it’s not what the headlines would have you think.
2 min readThe View From the Wall - Tuesday, October 6, 2026
Gas came down this week. In Kingsport we're at 3.89, down 11 cents. National and state came down too, so this was oil, not our corner station. Oil dropped to around 90 bucks a barrel, and we felt it at the pump.
10 min readBuilt on Rock
Which means the only real test of a firm is what it does on the days when showing up is expensive. Anyone can be steady in a good quarter.
3 min readWhat the Tour de France can teach us about investing
Being a good investor, like cycling, isn’t easy. It requires patience, determination, discipline, and trust in the team.
2 min readExperience isn't the best teacher
Even the best of the best never stop learning. In fact, being a lifelong student might just be the first principle of becoming a great investor.
2 min readThat shiny red Ferrari
But, one can't expect a minivan to drive like a Ferrari or a Ferrari to provide the benefits of a minivan... two different things.