The Market In Pictures, February 20

by | Feb 20, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings and divergent reactions, to massive sector rotations, and spending splits across age and income. Have a great weekend!...

The Market In Pictures, February 13

by | Feb 13, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from a choppy S&P 500 to wild individual stock rotation, to mixed feelings around inflation and jobs, and a renewed enthusiasm for...

The Market In Pictures, February 6

by | Feb 6, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market rotation and a broadening economy, to endless spending by AI hyperscalers and the US government. Have a great weekend!  ...

Rearview to Windshield, February 2026

by | Feb 3, 2026 | Blog, Market Updates

Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were unable to derail the cyclical and secular momentum that has been driving stocks for much of the...