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LATEST INSIGHTS //
Remembering Alan Greenspan
Remembering Alan Greenspan
NEWS // June 22, 2026
Quarterly Letter – Q2 2026: War or Peace?
Last quarter, investors seemed to throw off the concerns that had weighed on markets in Q1 about the impact of the Iran-US war on the global economy. Unexpectedly good US inflation data for June was coupled with a slight dip in unemployment. Company earnings stayed mostly strong, with results beating expectations by as much as 40% for companies reported so far. And, in financial markets, optimism about AI-related trades returned to the fore, powered in part by the record-breaking IPO of SpaceX and the prospect of others to come. 
RESEARCH // July 24, 2026

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Quarterly Letter – Q2 2026: War or Peace?

July 24, 2026

Last quarter, investors seemed to throw off the concerns that had weighed on markets in Q1 about the impact of the Iran-US war on the global economy. Unexpectedly good US inflation data for June was coupled with a slight dip in unemployment. Company earnings stayed mostly strong, with results beating expectations by as much as 40% for companies reported so far. And, in financial markets, optimism about AI-related trades returned to the fore, powered in part by the record-breaking IPO of SpaceX and the prospect of others to come. 

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RockCreek Book Event: “1873” – A conversation with Liaquat Ahamed

June 24, 2026