Insights

• France on Fire; the Impact of a Possible Default
• We Have Liftoff
• It's Not Over; Insatiable Demand
• Nipping at the Heels
• Learning from Berkshire's mess: Ethan Allen
• Should He Stay or Should He Go? Shareholders Have Answered
• Carved Up and Hollowed Out
• Suffering from Success: Poor Chinese Equity Returns
• Keeping the Party Line on AI
• It's Over
• Choked Petroleum Flows and the Impact on Investors
• An Unholy Alliance; The Emerging New World Order
• A Genius Solution
• Doing All the Right Things and Being Disastrously Wrong
• Preparing for the Coming Tsunami; Finding Safe Harbors
• Tricolor Early Indicators
• MAD World; Private Assets and State-Level Risk
• The financialization of the economy; an unconsidered vulnerability of the West
• Are We There Yet? The End of the Iran War
• Ending the Sisyphus Cycle (and Follow-on Implications)
• False Basic Assumptions; Ripples from AI
• Chokepoint Chokehold; Risk to Middle East Sovereigns
• A Massive Sea Change; Impact on Sophisticated Investors and Risk Managers
• Changing Assumptions and Follow-on Results
• EGAN-JONES STANDS ALONE FOR GOOD GOVERNANCE
• Viva la Vida; The Limits of Power
• The Engels' Pause; AI, the K-Shaped Economy, and the Return of the Left
• Play It Again; China's Fast-Follower Playbook Reaches AI
• Identifying Disasters Early; Emerging Technology Juggernauts
• Of Dice and Men
• A Great War; Identifying Winners & Losers
• Rating Structured Securities – Secular Credit Risk Decay
• Checking One’s Assumptions
• The Big Deal; Avoiding the Thucydides Trap
• A More Complete Way of Looking at Credit
• A Dangerous Silence
• Tit for Tat; The Making of a Faustian Bargain
• People's Financial Corporation: A Case for Continuity
• You Can’t Always Get What You Want; The Emerging World Order
• The Iran War; Reopening the Strait of Hormuz
• Iran Part 2: Now for the Hard Part
• No Navy, No Air Force, No Problem
• Fighting The Last War Part 3; High Risks in Iran
• Jack in the Box: No Change Needed - Really?
• Making Sense of the Chinese Chaos: What it might mean for portfolio positions
• The Corporate Governance Field - A Pathway to a Better Future
• The Iran War Part 4: Never Wound a Prince
• Dangerous, Faulty Assumptions
• AI Winners and Losers
• Fighting The Last War; High Risks in Iran
• Forgotten Rules of the “Game”: The Broader Economic Environment
• Market Misperceptions; Comments on Data Centers and SAAS Firms
• Jack in the Box: Up in Smoke
• Corporate Governance Commentary: The Importance of Being Earnest (and Independent)
• Faster, Better, Cheaper: Emerging Threats and Opportunities
• The New “Golden Age”?
• Asset Managers move away from structurally conflicted proxy advisors
• Bowyer Policy Now Available with Egan-Jones Proxy Services
• Major Trends, Risks, and Opportunities in the Coming Year
• The Coming Storm: Implications of the Recent Executive Order
• The Coming Storm: Likely Fallout from China’s Focus on Strategic Industries
• Lessons Unlearned - Avoiding the Next Tricolor
• Beyond Benchmark: What Custom Really Means
• The Singapore Solution: Mamdani, Monaco & Switzerland
• Capitalistic Communism is Changing and Challenging the World
• Industry Rollups: A New Opium War but in Reverse
• Egan-Jones Leads the Market in Contested Situations
• You Can’t Always Get What You Want … You Get What You Need
• Comment Period for Egan-Jones 2026 Draft Policies
• AI Future: Not What You Think
• More Than One Path to Salvation (but not fame)
• Cash is King: The Vicious Cycle at Cracker Barrel
• Cracks in the Foundation; A Few Trends to Watch
• Good Intentions Gone Bad; No Free Lunch
• Missing the Mark: Proxy Advisors Misunderstand Investors
• Private Debt: Benefits, Growing Pains and Needed Reforms; Postmortem on First Brands and Tricolor
• Lessons Learned/ Lessons Forgotten
• Proxy Voting via the Wealth-Focused Policy
• Data Centers/ More support than meets the eye
• Tesla Performance Award Recommendations
• Tricolor and First Brands Early Indicators
• Be Careful What You Ask For (you might get it and regret it)
• Red Herring: Shareholder Proposals and Director Elections
• Egan-Jones’ Wealth-Focused Policy is the most popular third-party option on Vanguard Investor Choice
• Attack of the Clones: why "benchmark" proxy voting doesn't work
• Breaking Bad; Accidents Waiting to Happen
• Faulty Assumptions; It’s Just Business
• Avoiding the Killing Fields; New Challenges in Asset Management
• Delaware Exit: A Case Study of Dillard’s
• Fact or Fantasy; Deciphering the new Economic Landscape
• The New Class Action Terror?
• Underperformance at Under Armour: A Case for Director Accountability
• Massive Changing Assumptions
• What the Market is Missing
• Family Feud at Lifeway Foods
• The Pot Calling the Kettle Black
• Split the Baby!
• Dynavax: Your New Empire?
• Careening Out of Control: Harley-Davidson Loses Support of Egan-Jones
• Do shareholders have a say on say-on-pay?
• Stock Buybacks: Show me the money!
• Barbarians at the gate! The fallacy of “best practices”