The Weighing Machine in Zero Gravity

Michael Keenan, Chief Investment Officer at 1642 Capital, sees the SpaceX IPO as a sign of a market where momentum still outweighs fundamentals. Drawing on Benjamin Graham, he argues that the weighing machine will eventually make re-entry.

Two Cheers For Diversification

Michael Keenan, Chief Investment Officer at 1642 Capital, examines why portfolio diversification remains relevant despite the dominance of large U.S. technology companies.

Five Good Reasons to Conduct a Portfolio Diagnostic Today

Félix Boyer, Vice President, Client Partnerships at 1642 Capital, outlines five reasons to review your portfolio in 2026: improved offerings, complexity, markets, fees and objectives.