A Fractured AI Trade By Evan Coffey on September 3, 2026September 3, 2026 By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade…. Read More
The Comfort of Doing Something By Evan Coffey on August 28, 2026August 28, 2026 By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out… Read More
The Tortoise and the Hare By Eric Parnell, CFA on August 21, 2026August 21, 2026 By Eric Parnell “Your friend is heavy, But he was ready And never stopped for a while, And while you… Read More
Asset Allocation in 2026: “Survey Says” By Eric Hough on August 14, 2026August 14, 2026 By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation… Read More
Purple Rain By Eric Parnell, CFA on August 6, 2026August 14, 2026 By Eric Parnell “I know times are changing, It’s time we reach out for something new, That means you, too,… Read More
Priced Before Proven By Evan Coffey on August 3, 2026August 14, 2026 By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a… Read More
Back to Earth By Eric Parnell, CFA on July 16, 2026August 14, 2026 “Every time we fall to pieces we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That… Read More
The Memory Squeeze By Evan Coffey on July 8, 2026July 8, 2026 The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering… Read More
The Bounce By Eric Parnell, CFA on June 12, 2026June 12, 2026 Point out the bounce And show you how to get this dough in Large amounts ’til it’s hard to count” — The Bounce,… Read More
Avoiding the Fate of the Dinosaurs By Evan Coffey on June 4, 2026June 4, 2026 For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half… Read More
The Power By Eric Parnell, CFA on May 28, 2026June 3, 2026 “It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way… Read More
The 700 Billion Audit By Evan Coffey on May 7, 2026May 7, 2026 Understanding the Scale Last week five of the biggest names in technology released their latest quarterly earnings results and while… Read More