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    Teradyne: A Deep Dive into the Quiet Giant of Semiconductor Testing

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    Bastion Fiduciary International Equity Letter – 1st quarter 2026

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      Bastion Fiduciary International Equity Letter – 1st quarter 2026

      April 13, 2026

      Bastion Fiduciary International Equities Letter – February, 2026

      March 5, 2026

      Bastion Fiduciary International Equities Letter – January, 2026

      February 2, 2026

      Bastion Fiduciary’s 2025 International Equities Letter

      January 2, 2026

      New Value Investing Podcast Launch – Rebellious Allocations

      October 14, 2025

      Bastion Fiduciary Marks 12th Anniversary of Actively Managed International Portfolios

      September 8, 2025

      Bastion Fiduciary Launches New Industrial and Infrastructure Portfolio

      June 24, 2025

      Value Investor Insight: Ahead of the Curve

      June 5, 2025

      Oil, Iran, and Precious Metals

      March 25, 2026

      Is a Roth IRA Conversion Good for You?

      March 11, 2026

      Future of Government Debt?

      February 23, 2026

      Depreciating Dollar – Impacts and Moves

      February 11, 2026

      Teradyne: A Deep Dive into the Quiet Giant of Semiconductor Testing

      April 22, 2026

      JRo’s Notes: KLA Corporation Q2:F2026 Earnings

      February 9, 2026

      JRo’s Notes: Trane Q4:2025 Earnings

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      JRo’s Notes: Amphenol Q4:2025 Earnings

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      Teradyne: A Deep Dive into the Quiet Giant of Semiconductor Testing

      April 22, 2026

      Bastion Fiduciary International Equity Letter – 1st quarter 2026

      April 13, 2026

      Krzysztof Smalec on Linde (LIN)

      March 28, 2026

      Oil, Iran, and Precious Metals

      March 25, 2026

      Teradyne: A Deep Dive into the Quiet Giant of Semiconductor Testing

      April 22, 2026

      Bastion Fiduciary International Equity Letter – 1st quarter 2026

      April 13, 2026

      Krzysztof Smalec on Linde (LIN)

      March 28, 2026

      Oil, Iran, and Precious Metals

      March 25, 2026
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    ARTICLES

    Podcast

    Future of Government Debt?

    February 23, 2026By Kirk Kinder

    In this video, Kirk discusses the future of government debt.https://vimeo.com/1166979241/e45f32bbc8?share=copy&fl=cl&fe=ci Disclaimer: This content is intended for…

    Podcast

    Depreciating Dollar – Impacts and Moves

    February 11, 2026By Kirk Kinder

    In this video, Kirk discusses:Dollar depreciatingSilver and GoldMoves in portfolios: emerging, international, precious metals, commoditiesEnergyhttps://vimeo.com/1162397852/10d89f791b?fl=pl&fe=sh…

    US Market

    JRo’s Notes: KLA Corporation Q2:F2026 Earnings

    February 9, 2026By John Rotonti

    KLA Corporation’s (Nasdaq: KLAC) second quarter fiscal 2026 revenue increased 7%, its non-GAAP operating margins…

    US Market

    JRo’s Notes: Trane Q4:2025 Earnings

    February 6, 2026By John Rotonti

    Trane’s (NYSE: TT) full-year 2025 revenue increased 7%, organic revenue increased 6%, adjusted operating margins…

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    ARTICLES

    International

    Bastion Fiduciary International Equity Letter – 1st quarter 2026

    Retz ReevesApril 13, 2026
    International

    Bastion Fiduciary International Equities Letter – February, 2026

    Retz ReevesMarch 5, 2026
    US Market

    JRo’s Notes: KLA Corporation Q2:F2026 Earnings

    John RotontiFebruary 9, 2026
    US Market

    JRo’s Notes: Trane Q4:2025 Earnings

    John RotontiFebruary 6, 2026
    US Market

    JRo’s Notes: KLA Corporation Q1:F2026 Earnings

    November 24, 2025By John Rotonti
    US Market

    Arista Q3:2025 Earnings

    November 14, 2025By John Rotonti
    US Market

    JRo’s Notes: KLA Corporation Q1:F2026 Earnings

    November 10, 2025By John Rotonti
    US Market

    JRo’s Notes: Eaton Q3:2025 Earnings

    November 6, 2025By John Rotonti
    US Market

    JRo’s Notes: Quanta Q3:2025 Earnings

    November 3, 2025By John Rotonti
    International

    International Equity Markets: October, 2025 – Doing Okay, But There Were a Few Surprises

    November 3, 2025By Retz Reeves
    US Market

    JRo’s Notes: TE Connectivity Q4:F2025 Earnings

    October 31, 2025By John Rotonti
    US Market

    JRo’s Notes: Vertiv Q3:2025 Earnings

    October 29, 2025By John Rotonti
    US Market

    JRo’s Notes: Amphenol Q3:2025 Earnings

    October 28, 2025By John Rotonti
    US Market

    Bastion Industrial and Infrastructure Portfolio Third Quarter 2025 Letter

    October 22, 2025By John Rotonti
    Articles

    New Value Investing Podcast Launch – Rebellious Allocations

    October 14, 2025By Bastion Fiduciary
    International

    Third Quarter 2025 International Equity Letter

    October 3, 2025By Retz Reeves
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