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Commentary

Insights to help you invest smarter.

Browse our collection of articles, videos, and guides — created to help you make confident, informed decisions about your financial future.

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Commentary

Latest articles and commentary

Explore timely insights and thoughtful perspectives from James H. Lee and StratFI.

Each article is designed to help you cut through the noise, understand the bigger picture, and invest with confidence.

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The Disappearance of the Stock Market

Did you know that there are now more ETFs than tradeable stocks in the U.S.? Or that there are now more private equity funds than McDonald's restaurants? Is this overfinancialization, or does it say something about the state of our markets?

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Beyond Capitalism

Capitalism has long defined Western society, but what happens when its foundations begin to crack? Can we imagine a better system for managing the global economy—and what it might look like?

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According to AI, What Happens Next?

An overview of the key developments AI expects next, from breakthroughs in biotechnology to progress in digital security that could reshape the future.

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Overwhelmed by possessions vs relaxed on porch.

Being Rich vs. Being Wealthy

Not all rich people are wealthy and not all wealthy people are rich. So what's the difference?

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Decks

Presentations

PDF Slides for downloading

2025 in Review
A Manual For Navigating Market Volatility
Media Interviews

StratFI in the news

We’re proud to be featured in respected publications and conversations around the future of investing.

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James Lee guest on Foresight and Finance

The Intersection of Foresight and Finance Featuring Jim Lee

In today’s business world, too many leaders feel pressured to chase profit at the expense of people, leaving them disconnected from their mission. Doing Business with a Servant’s Heart shows how leading with kindness and service not only uplifts others but also drives lasting success. Together we can transform business into a force for good proving that the heart of business is the business of the heart.

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News Category 1
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The world really is a better place

The last three years have provided us with one disaster after another. Covid. A flash depression. Inflation. Interest rate hikes. Bank insolvencies. Is it really that bad? Or do we just hear about the bad news?

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News Category 2
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The new historians

I grew up reading a lot of classic sci-fi such as Isaac Asimov's Foundation series, in which an intrepid group of psychohistorians attempt to change history through the application of history, sociology, and statistics.

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News Category 2
a growing plant

The challenges of ESG investing

Over the past few decades, a new generation of investors have tried to balance investment profitability with doing good. While there are a few variations of this (including faith-based investing), the most common framework is ESG.

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Straightforward commentary, strategic perspectives, and no noise, just one email a month to help you think smarter about your financial future.

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