On May 22, 2026, a new era of leadership began at the Federal Reserve. Kevin Warsh succeeded Jerome Powell as the 17th Chair of the Federal Reserve, while Powell remains […]

The second quarter of 2026 was filled with records. A semiconductor index had its best quarterly return ever, putting it on pace for the best year since 1999, and leaving […]

The conflict in Iran has caused many negative repercussions, from recession and inflation fears due to the nearly 100% spike in oil prices year-to-date, to the overall economic uncertainty caused […]

For the better part of three years, the S&P 500 has not really been an index of 500 stocks. It has been an index of roughly ten, with 490 other […]

Excluding a sharp and brutal 20% correction in the spring, which pushed most asset classes deeply into a performance hole, 2025 was a relatively low-volatility year. All major asset classes […]

The past twenty-five years have been marked by asset bubbles, a global financial crisis, multiple bear markets, and rock-bottom interest rates for nearly half of the time. As we enter […]

Artificial intelligence (AI) was a 2024 leadership theme across asset classes. Whether it was data centers in real estate, energy assets powering data centers in natural resources, semiconductor companies fueling […]

Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Entering 2024, investors were generally positive about the prospect of a solid […]

As the Federal Reserve prepares to cut interest rates, we take a look at the wide range of implications across all asset classes. It may seem hard to believe given […]

Where Consumers Must Navigate Through Meaningless Designations, High Fees, and Poor Portfolio Management to Find the Right Firm Justin McNichols, CFA After more than two decades at Osborne Partners, and […]