Research
Research and market notes, in writing.
Our market updates and research papers, in one place. Each reads the same way we think about portfolios: through the Three Pillars framework, with an emphasis on discipline, diversification, and the price you pay to participate.
Market updates
September 2026 market update
Where markets stand and what we’re watching as the third quarter closes.
Read the update → Market update · Aug 2026Getting by with a little help
Bonds went nowhere and inflation took the rest. Free cash flow and the Alternative Allocation did the work. The August update, in two pages.
Read the update → Market update · Jul 2026What a difference a month makes
Where markets stand and what we’re watching heading into the second half of the year.
Read the update → Market update · Jun 2026Party like it’s 1999: valuations, AI, and the case for diversification
Why the AI melt-up has made genuine diversification more important than ever.
Read the update → Market update · Apr 2026Three Pillars update: reading the signals
Oil prices, labor-market stress, the tech recovery, and what the framework is telling us.
Read the update → Market update · Mar 2026Looking for the off-ramp: the Iran war, rising rates, and the case for discipline
What the headlines mean for your plan, and what they don’t.
Read the update → Market update · Feb 2026Mean reversion is not a theory
A regime shift takes shape, and the first look at the Three Pillars framework that reads it.
Read the update →Whitepapers and planning series
The Three Pillars of Investing
The framework behind every GLR portfolio: the economic cycle, monetary policy, and market conditions, and how all three drive what your portfolio does next.
Read the paper → WhitepaperThe AI gold rush: picks, shovels, and disruption
In a gold rush, the durable fortunes are made selling the picks and shovels. What the AI buildout means for investors, beyond the headlines.
Read the paper → Strategic planning series · Jul 2026Don’t let the tax tail wag the dog
Avoiding a tax bill can quietly become the most expensive decision in a portfolio. Why taxes are a cost to manage, not a constraint that decides for you.
Read the paper →Past performance is not indicative of future results. Each piece reflects GLR Partners’ views as of its publication date and is subject to change without notice. For informational purposes only; not investment advice.
