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Blog Automotive Retail Market Analysis: Q2 2026
Affordability is the topic du jour. The conversations about affordability are not limited to automotive retail. Above target inflation and declining consumer sentiment continue to ...
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Blog WMK Economic Update: Q2 2026
Economic Chartbook Review Objective: In our comprehensive economic update for the second quarter of 2026, WMK has curated a series of economic data points meant ...
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Blog WMK Investment Partners Q2 2026 Portfolio Review
Following a weak Q1, market indices rallied in Q2 with the ACWI rising 15% in the quarter. The makeup was extraordinary: Semiconductors returned 58.5% and ...
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White Paper Investing Dealership Reinsurance Capital: Seeking to Optimize Your Fifth Potential Profit Center
As manufacturer priorities and retail margins evolve, auto dealers frequently evaluate strategies to support their bottom line, including investing dealership reinsurance capital. To achieve long-term security, certain ...
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Blog Automotive Retail Industry Outlook: Q1 2026 Market AnalysisÂ
Auto retailers are feeling the pain of a continued market slowdown – on top of significant macroeconomic uncertainty amid the war in the Middle East ...
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Blog WMK Investment Partners Q1 2026 Portfolio Review
At the end of 2025, we noted humility in the ability to predict outcomes but confidence in the resilience of the various portfolios we share ...
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Blog WMK Economic Update: Q1 2026
Economic Chartbook Review Objective: WMK has curated a series of economic data points meant to provide an overview of global asset class performance, macroeconomic fundamentals, ...
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Blog Applying the Berkshire Framework to Investment Due Diligence
Berkshire Hathaway’s 2025 annual letter was penned, for the first time, by Berkshire’s new CEO, Greg Abel rather than Warren Buffett. At WMK, we view ...
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