Latest Blog Posts
Market Commentary Blog
A Snapshot of the S&P 500 Index Earnings Beat Rate
Real Rate of the 10-Year Treasury Note
Regional Banks | Strong In 2026
Sell In May and Go Away?
Worth the Weight?
Economics Blog
The Producer Price Index (PPI) Rose 1.4% in April
The Consumer Price Index (CPI) Rose 0.6% in April
Existing Home Sales Increased 0.2% in April
The Bull Case is Largely Based on Hope
Nonfarm Payrolls Rose 115,000 in April
Investment Insights Blog
Brian Murphy – What Does AI Disruption Mean for Private Credit?
Asset Flows Monitor May 2026 Edition
Market Minute – May 2026
Bill Housey – Has the Quality of Junk Improved?
Alternatives Update 1st Quarter 2026