Recent Posts
- The Quarterly – Q3 2026
- Episode 91: Why Markets Still Feel Safe Even as Credit Stress Builds
- The Weekly Beacon – October 23, 2026
- Episode 90: The AI Trade Is Propping Up Markets—but the Breadth Is Weakening
- The Weekly Beacon – October 16, 2026
- Episode 89: Rates Are Rising, Breadth Is Fading
- The Weekly Beacon – October 9, 2026
- The Monthly Commentary – September 2026
- Episode 88: The Hidden Risk in Markets: Everything Depends on a Few Stocks
- Episode 87: Hedge Fund Update, Emerging Markets & Debt Fund Preview
- The Weekly Beacon – September 25, 2026
- Episode 86: Big things brewing in private markets – MAAM Weekly Research Meeting
- The Weekly Beacon – September 18, 2026
- Episode 85: What $100 Oil Means for Inflation, Elections, and Stocks – MAAM Weekly Research Meeting
- The Weekly Beacon – September 11, 2026
