Latest Blog Posts
Market Commentary Blog
Gold, Silver, and the Miners
Drilling Into Energy Stocks
SMID Earnings Persistence
Technology Stocks and Semiconductors
The Only Constant is Change
Economics Blog
Solid Real GDP Growth in Q3
Three on Thursday - S&P 500 Index Through Q3 2026
Housing Starts Declined 5.2% in September
Friedman vs Woodford
Industrial Production Increased 0.7% in September
Investment Insights Blog
Alternatives Update 3rd Quarter 2026
An AIRR Pocket for AI Data Centers: Revisiting the Opportunity
Dave McGarel - Has the Market Descended From the “Death Zone”?
Asset Flows Monitor October 2026 Edition
Market Minute – October 2026