Monthly Commentaries

Opening Thoughts As we move further into 2026, the rhythm of the year is beginning to take shape. Markets remain unsettled, narratives continue to shift, and yet beneath the surface there is a steady process that appears to be unfolding. I started this personal newsletter to provide perspective rather than reactions. The [...]

Opening Thoughts As we begin a new year, I wanted to introduce a new way of communicating about the firm. From David’s Desk is intended to be a regular reflection–an opportunity to share perspective after more than 2 decades–on how MAAM is evolving, how we think about markets, and how we approach investment [...]