Investing

The Market Has Broadened. Here’s Why That Matters.

The first half of 2026 has been a good reminder that markets and headlines often tell two very different stories. Investors have had no shortage of reasons to worry this year. We’ve navigated tariff headlines, geopolitical tensions, fears about AI, concerns around government debt and deficits, questions about the path of interest rates, and a […]

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IPO: It’s Probably Overpriced, Or Is It?

On Wall Street, the acronym IPO has long carried a second meaning among the skeptical: It’s Probably Overpriced. For most of the past decade, that cynicism was well-earned. The 2021 SPAC mania brought more than 1,000 companies to market in a single year, including electric vehicle startups without a car in production and blank-check companies

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AI – Crisis, Upgrade, or the Messy Middle?

Last week, a research report from Citrini Research went viral among market headlines: The possibility of a “Global Intelligence Crisis” by 2028. The argument is straightforward. AI rapidly displaces white-collar labor.Demand weakens.Corporate earnings compress.A feedback loop forms between automation and falling consumption. It was a powerful and well articulated narrative. And powerful narratives can spread

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Commodities in 2026: Inflation Hedge, Portfolio Diversifier, or Tactical Trade?

As we move into the new year, investors are once again asking about commodities. After several years of inflation shocks, supply chain disruptions, and geopolitical volatility, commodities have re-entered the conversation as more than just a niche allocation. But commodities are often misunderstood. Are they an inflation hedge, a growth asset, a trading vehicle, or

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The Myth of the “Average” Year – Analyst Price Targets for 2026

2026 ANALYST PREDICTIONS “An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” –Evan Esar That quote resonated once again in financial markets this year. Analysts adjusted price targets sharply lower after Liberation Day in April, only to raise them again as markets rallied later in the

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The Fed Finally Cuts Rates Again in September

The Fed finally pulled the trigger on a long anticipated September rate cut, trimming the funds rate by 0.25% to 4.00%–4.25%. The last cut before this? December 2024. What does that actually mean for important items like mortgages, rents, home prices, and the financial markets? One of the most common misconceptions we see and hear

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