Market Intelligence

We cut through the noise to focus on the forces shaping investment returns, portfolio strategy, and financial planning for the 9/11 community.

Every quarter, our team produces institutional-grade analysis of market structure, macroeconomic positioning, and portfolio performance. Each issue names our holdings, explains our thesis, and delivers actionable insights written by the same fiduciary team that manages our clients' portfolios.

What We Cover

William's Report is Sirmium Capital's flagship market intelligence publication, delivered quarterly to clients and subscribers. Each edition provides institutional-grade analysis tailored specifically to the financial concerns of 9/11 families, first responders, and military veterans.

Market Structure Analysis

Our market coverage goes beyond surface-level commentary. We analyze the structural forces shaping investment returns — from passive fund concentration and AI-driven "circular economics" to the impact of $37 trillion in national debt on interest rates and asset valuations. Each newsletter includes actionable insights on how these macro forces affect the specific portfolios and retirement plans of our clients.

Portfolio Transparency

Unlike many advisory firms, we share our investment thesis in detail. Each newsletter includes named holdings, performance attribution, and the rationale behind position changes. Our clients see exactly how we think about risk, valuation, and portfolio construction — from high-conviction positions in companies like ASML and Alphabet to emerging opportunities in digital assets and infrastructure.

Economic Outlook and Risk Assessment

We provide forward-looking analysis on interest rate trajectories, inflation dynamics, credit conditions, and sector rotation. Our goal is to translate complex macroeconomic developments into clear portfolio implications — helping clients understand not just what happened, but what it means for their wealth over the next 12 to 36 months.

Bitcoin Recovery Case Updates

As the $11.4 billion Bitcoin recovery case (MDL #1570) progresses through the Southern District of New York, we provide regular updates on court filings, valuation disputes, and settlement architecture developments. Our analysis covers the priority of claims framework, the impact of Bitcoin price volatility on recovery valuations, and strategic considerations for claimants navigating the litigation.

Legislative and Community Updates

We track legislative developments and benefit changes that affect our community — including tax law updates, estate planning regulation shifts, first responder health programs, and veteran benefit changes — and break them down in plain language with specific action steps.