Our Current Thoughts

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Here are some of our thoughts on current developments in the economy and capital markets.  If you have any questions or would like to discuss these topics further, please contact us.

 

 

 

Betting the (Server) Farm

Augustine Asset Management’s January 2026 letter, Betting the (Server) Farm, features our insight and analysis of the economy, capital markets, and investment strategy.

Augustine January 2026 Letter

To speak with us about our views and investment process, please contact us at inquiries@augustineasset.com or at (904) 396-6944.