Latest Blog Posts
Market Commentary Blog
Technology Stocks and Semiconductors
Passive vs. Active Fund Flows
Profit Margins and Valuations
Sector Performance Via Market Cap
Consumer Checkup: Aisle 7
Economics Blog
Three on Thursday - S&P 500 Index EPS, Explained
Retail Sales Rose 1.7% in March
Modest Government Spending Shrinkage
Three on Thursday - Tax Day Reality Check: The Data on Who Pays
Industrial Production Declined 0.5% in March
Investment Insights Blog
Alternatives Update 1st Quarter 2026
Will Demand for Cybersecurity Be Strengthened or Disintermediated by AI?
Jim Murchie - What Does AI Demand and a War in Iran Mean for Utilities and Energy?
ETF Data Watch: Asset Flows Monitor April 2026 Edition
Market Minute – April 2026