Global Finance Global Debt Hits a Record $353 Trillion: Inside 2026’s Sovereign Borrowing Surge Ron Welsh13 mins0 Global debt hit a record $353 trillion in early 2026, with $29 trillion in bond-market borrowing expected…continue reading..September 13, 2026September 9, 2026
Equity Analysis Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020 Ron Welsh12 mins0 Value stocks are beating growth for the first time in six years, with a more than 11-point…continue reading..September 12, 2026September 9, 2026
Equity Analysis The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up Ron Welsh12 mins0 The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…continue reading..September 12, 2026September 9, 2026
Data & Analytics AI Now Drives Most Stock Trading Volume — But How Reliable Is That 89% Figure? Ron Welsh11 mins0 AI now drives up to 89% of stock trading volume — but that widely-cited figure traces back…continue reading..September 11, 2026September 9, 2026
Data & Analytics Alternative Data Goes Mainstream: How Satellite Imagery Became Wall Street’s New Edge Ron Welsh12 mins0 Alternative data has gone mainstream, with 78% of hedge funds now using it and access costs collapsing…continue reading..September 11, 2026September 9, 2026
Data & Analytics AI-Driven Quant Funds in 2026: The Alpha Edge Is Eroding as Everyone Converges on the Same Signals Ron Welsh11 mins0 AI-driven quant trading now dominates 75% of US equity volume, but crowding is eroding the alpha edge…continue reading..September 10, 2026September 9, 2026
Data & Analytics 62% of U.S. Investors Are Using AI. What Are They Actually Using It For? Jessy James29 mins0 Summary A 2026 survey of 938 American investors found that 62% already use artificial intelligence to inform…continue reading..September 10, 2026September 4, 2026
Data & Analytics How Are Investors Using AI to Pick Stocks in 2026—and Can You Actually Trust It? Jessy James29 mins0 Summary:Artificial intelligence is becoming a practical research assistant for U.S. investors, helping analyze earnings, compare companies, summarize…continue reading..September 9, 2026September 4, 2026
Equity Analysis Microsoft vs. Nvidia: Which AI Stock Looks Better for Long-Term Investors in 2026? Ron Welsh27 mins0 Summary: Microsoft and Nvidia offer different ways to invest in the artificial-intelligence boom. Nvidia has faster growth,…continue reading..September 9, 2026September 3, 2026
Equity Analysis Is Nvidia Stock Still a Buy After Its Latest AI-Fueled Rally? What Investors Need to Know in 2026 Ron Welsh29 mins0 Summary Nvidia remains one of the strongest companies in artificial intelligence, but its stock is no longer…continue reading..September 8, 2026September 3, 2026