The Market in Pictures, July 2
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from Q2 standouts to sector...
Gross vs. Take-Home: What a Bond Actually Pays After Tax
You don’t earn your gross salary. The number on the offer letter and the number in your bank account are two different figures, and everyone understands the gap. Withholding...
The Market in Pictures, June 26
Our team reviews a vast amount of research and market data each week to isolate the signals that matter most. This week’s selection steps back to examine a market broadening...
The One Policy Investors Skip
Common practice is to insure your house, your car, your life, your health, and even your dog. Then you reach what may be the largest financial asset many families own, the...
The Market in Pictures, June 19
Our team reviews a massive amount of institutional research throughout the week to isolate the signals that matter most. This week’s selection steps back to appreciate the...
Warsh Lays Down the Law
The Federal Reserve left the Fed Funds rate unchanged in a 3.50%-3.75% range today, as expected. The dot-plot median forecast increased by 1/8 of a point this year and by ¼...
The Market in Pictures, June 12
Our team looks at a lot of research throughout the day. Here are a handful of (SpaceX-free) charts we think are good summations of investor activity, from single stock...
Rearview to Windshield, June 2026
Tech Gains and AI Optimism Defy Seasonal Slumps in May: The global financial markets put on a resilient performance, shunning the traditional "Sell in May and go away"...
The Market in Pictures, June 5
Our team reviews a vast amount of market research and economic data every day. This week’s selection highlights the resilience of the labor market, the broadening dominance...
Are Data Centers the New Canals?
Three boom and bust stories from American capital history. None of them is a forecast for AI. Each is here for what it says about how a portfolio survives whichever outcome...
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