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Vann Equity Management

Notes on Markets & Discipline

Perspective from our team on long-term, fiduciary equity investing — the philosophy, the process, and the principles that guide how we manage capital.

Latest

12 articles

Market Commentary

When a Record Quarter Meets a Hawkish Fed

U.S. stocks just closed their best quarter in six years even as the Federal Reserve dropped its rate-cut outlook and signaled possible hikes. How long-term investors can hold both facts at once — educational only, not a recommendation.

5 min read

Market Commentary

What the Next Wave of AI IPOs May Mean for Investors

The potential IPOs of SpaceX, OpenAI, and Anthropic may become market-structure signals as much as company stories. What the next wave of AI and space listings could mean for investors — educational only, not a recommendation.

4 min read

Market Commentary

Global Energy Markets in 2026: Demand, Supply, and Risk

Oil supply risk, natural gas, surging electricity demand, AI data centers, and renewable growth are pulling global energy in several directions at once. A look at the forces shaping energy markets in 2026 — educational only, not a recommendation.

7 min read

Market Commentary

How Iran Tensions and the Strait of Hormuz Are Affecting Markets

Tensions involving Iran and the Strait of Hormuz can ripple through oil, LNG, shipping, inflation, interest rates, and equity volatility. A look at how geopolitical energy risk travels through markets — educational only, not a recommendation.

5 min read

Blog

Boost Your Credit Score: Do's and Don'ts

Before diving into the strategies, it's essential to understand what makes up your credit score — the FICO score, used by 90% of lenders.

3 min read