Q1-26 – Headline Volatility > Portfolio Volatility: A Commentary Inspired By Charlie Munger
The first quarter of 2026 was a lot like riding a big roller coaster at Cedar Point; while the middle portion of the ride was non-stop action, we ended the quarter close to where we started the year. There is an emerging crisis of confidence in private credit, an ongoing conflict in Iran, an energy/oil price spike, the possibility of rising unemployment from the advances in AI, and questions surrounding the potential return on investment for the hundreds of billions of dollars of AI CapEx. Click here to finish reading the Q1 2026 Market Commentary.
Prepared by Schneider Downs Wealth Management Advisors, L.P.