Author: Christian Lewton

August 19, 2026

AI is reshaping industries, but understanding its investment potential requires knowing how the pieces fit together. From chips and data centers to AI models and applications, the AI ecosystem offers...

July 22, 2026

Warren Buffett's advice to "Never Bet Against America" is backed by more than optimism. From innovation and entrepreneurship to capital markets and productivity, here is why we continue to believe...

July 9, 2026

Why are valuation benchmarks changing while investment discipline remains the same? We explain why modern business models and why a disciplined, long-term investment philosophy continues to guide our investment process.

May 18, 2026

The SEC is considering a proposal that would allow public companies to report earnings semiannually instead of quarterly. While supporters argue the change could reduce short term pressure on management...

March 2, 2026

Artificial intelligence is raising real questions about the subscription software model that powered some of the best performing tech stocks of the last decade. Here is what is driving the...

February 2, 2026

Not every headline moves markets. Here is how we are reading the biggest geopolitical developments right now and what they actually mean for your portfolio.

January 6, 2026

As we look toward 2026, resilience remains the theme. The U.S. economy is slowing from its post-pandemic pace, but the underlying foundation stays solid. Corporate earnings are rising, consumer spending...

December 21, 2025

If you have heard the word hyperscaler but are not sure what it means, you are not alone. These massive cloud computing companies power much of the internet and sit...

November 13, 2025

Index concentration has surged. The top ten companies now represent about 40 percent of the S&P 500’s value and trade at richer valuations than the rest. We explain what that...

September 29, 2025

Share buybacks have surged to record levels in 2025, with S&P 500 companies spending more than $528 billion in the first half of the year. Buybacks can signal confidence, enhance...

August 11, 2025

The Fed’s independence underpins global financial stability. As deficits grow, the bond market will hold policymakers accountable, making the Fed’s role in guiding policy and sustaining confidence more critical than...

February 19, 2025

In our webinar, Brad Engle & Christian Lewton discuss Nvidia, market expectations, and GHPIA’s AI philosophy. Will AI be a boom or a bubble?

February 13, 2025

Artificial intelligence is booming—but is it sustainable? We break down Nvidia’s dominance, competition, and our approach.

December 17, 2024

The ongoing increases in absolute military spending underscores nations' growing emphasis on defense amid increasing global instability.

November 6, 2024

Social Security may not be enough to sustain your lifestyle in retirement.

February 15, 2024

At GHPIA, we hold the view that achieving this rebalancing act will prove exceedingly challenging. The absence of a true rule of law in China will only perpetuate a decline...

November 20, 2023

If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.

August 12, 2022

The energy landscape has changed since the 1970s. While rising prices at the pump will continue to eat into consumer wallets, the reduced impact fossil fuel prices have on the...

December 31, 2021

For all the market optimism about Tesla, even seasoned equity analysts have a hard time coming up with a consensus valuation. Here are some scenarios for the electric vehicle company’s...

March 31, 2021

Our Investment Risk Scorecard helps us quantify the exposure of companies and industries to risk, based on these five fundamental metrics...