MARKET COMMENTARY

Investment Letters

In-depth written commentary on the economy, portfolio strategy, and the investment themes shaping our thinking is available to download as PDFs.

Investment Letters – Fort Sheridan Advisors

2025

2024

2023

2022

2021

The Age of Social Disruption

AI Learnings From Earnings

IRA Contributions + eMoney

TDs & The Super Bowl

DeepSeek DeepFreakout

Fidelity Money Market Update

AI Agents and Exponential Growth

Back to the Future

Stuart and The Budget Factory

George, Otis, Memmo and Dad

Wayfair or Unfair Market?

Conversation Between Alissa & Peter

Things We Don't Know

While You Were Sleeping...

The Jevons Paradox

It's A Small World After All?

Lisa, Cicadas, and Bobbleheads

Presidential Election and Markets

Berkshire Hathaway, Apple and...

Fisherman Friends & Keep Hauling

Big Tech Earnings Update

Valuations, Growth, and Investment

Insight vs. Foresight

Staying on Course

Binary Outcomes

ChatGPT and the AI Opportunity

Markets, Inflation, and the Fed

No Such Thing as a "Safe" Asset

March Market Update

February Market Update

Informed Contrarianism

STAY INFORMED

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