- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
- Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
- Weekly Market Commentary | The Debt Math, Explained | October 5, 2026
- Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
- Weekly Market Commentary | What's Holding Up Record Margins? | September 21, 2026
- Weekly Market Commentary | What History Says About Fed Hikes and Stocks | September 14, 2026
- Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
- Weekly Market Commentary | The Cash Flow Case for Value | August 31, 2026
- Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
- Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
- Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026
- Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
- Weekly Market Commentary | Can Hyperscalers Earn Their AI Ambitions? | July 27, 2026
- Weekly Market Commentary | China Holds Keys to Post-War Oil Prices | July 20, 2026
