March Madness 2026
It’s that time of year again: March Madness is underway. If your bracket is still intact, enjoy it while it lasts. March Madness can humble even the most confident “bracketologists.” For many of us in North Carolina, injuries to two Calebs — one a superstar for UNC, the other the starting point guard for #1 […]
Market Insights
This month’s market insight examines the return of volatility driven by geopolitical developments, shifting tariff policy, and stress in private credit markets. We explore the widening gap between sector winners and losers, the continued surge in hyperscaler capital spending, and why AI-related disruption is hitting software companies—and by extension, private equity portfolios—particularly hard.
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Hamilton Point’s proprietary newsletters address matters of macroeconomics, stock valuation and quality as well as expose Wall Street foibles. For more than 20 years, these insights have sought to educate our clients about what they own and why.