How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In
11 mins
With a Fed hike priced at over 90% odds, positioning gets tricky — much of the move…
The Fed and Bank of Japan Are on a Collision Course This Week
12 mins
The Fed and Bank of Japan are both expected to raise rates within days of each other…
Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit
13 mins
Corporate insiders sold $77.6 billion in stock in H1 2026, the second-fastest pace in 20 years —…
Data Agents Are the New Dashboards: Inside 2026’s Shift to Autonomous Analytics
13 mins
Static dashboards are losing ground to autonomous "data agents" that investigate anomalies and act before a human…
Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working
12 mins
High-yield dividend funds beat dividend-growth strategies in H1 2026, led by a small-cap fund's 22.7% gain. Here's…
Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows
12 mins
The 60/40 portfolio crashed 17.5% in 2022 but has since rebounded roughly 15% a year. Here's what…
Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home
11 mins
Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…
Global Debt Hits a Record $353 Trillion: Inside 2026’s Sovereign Borrowing Surge
13 mins
Global debt hit a record $353 trillion in early 2026, with $29 trillion in bond-market borrowing expected…
Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020
12 mins
Value stocks are beating growth for the first time in six years, with a more than 11-point…
The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up
12 mins
The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…