The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels

We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can't Break This Market

We Asked Rich Bernstein Why the S&P 500 Could Deliver a Lost Decade — And What He Owns Instead

Feeling Safe Is the Risk | Chris Davis on Finding Durability in a Disrupted World

We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong

We Asked a $2.5 Billion Momentum Manager Why 52-Week Highs Are a Buy Signal, Not a Warning

We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead

We Asked Cameron Dawson and Dave Nadig Why a Market No One Trusts Keeps Going Higher

We Asked Liz Ann Sonders, Jim Grant, and Brent Donnelly What Investors Miss About This Market

We Asked David Rosenberg Why He Owns Almost No US Stocks — and What He Holds Instead

We Asked a Macro Trader Why War and Oil Haven’t Broken This Market

The Bear Market No One Sees | Liz Ann Sonders on the Violent Rotation Investors Miss

We Asked Jim Grant What War Means for Inflation

The Recession Signal Hidden in Walmart | The Weekly Wrap - 4/12/2026

We Asked an Options Expert Why War and an Oil Shock Haven’t Broken This Market

We Asked a $30 Billion Manager Where AI Profits Will Actually Go

We Asked Jim Paulsen Why Walmart is Signaling a Recession

The Inevitability No One Sees | $11 Billion Tech Manager on What Investors Miss About AI

The 1-in-18,900 Bet | The Weekly Wrap – 4/5/2026

Slow Grind. Big Sell Signal | Katie Stockton on What the Charts Tell Us About What Comes Next

Not Once in 18,900 Tries | Michael Mauboussin on What History Says About AI Growth

The Stagflation Shift | Aahan Menon on What Works When Stocks and Bonds Don’t

6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses

The Shock No One Can Price | The Weekly Wrap - 3/29/2026

The Moment Everyone Knew That Everyone Knew | The War That Rewrote the Rules

They Want You to Panic | Larry Swedroe on Why Private Credit Won't Crash the Economy

Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock

Most Stocks Don’t Matter | The 100 Year Thinkers on the Outliers That Break Base Rates

The War No One Can Price | The Weekly Wrap – 3/22/2026

Big Decline. Options Support Gone | Brent Kochuba on What Comes Next

Down 50%. Up 200% | Jared Dillian on the Regime Change Investors Aren't Ready For

They Call It a Lottery Ticket. The Data Says Otherwise | The Hidden Alpha of Biotech

14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik

Survival First. Returns Second | Investing Amid Extreme Uncertainty

What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026

1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight

Not Since 1999 | Rob Arnott on What Investors Are Missing

100% Out of US Stocks | Andy Constan on the Rotation Most Investors Miss

When Too Much AI is Bad | Kai Wu on the Viral AI Doom Loop Article

When the Money Says No More | Inside a Market Driven by AI Fear

He Tested Over 20 Popular Portfolio Strategies | Cullen Roche on What Actually Works

The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI

When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose

This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous

The Global Power Shift | Jason Hsu on AI, Factor Investing and What Investors Miss About China

The Data You Trust Is Broken | What Aggregate Economic Numbers Hide

This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation You're Missing

The Fourth Turning is Here | Neil Howe and Ben Hunt on Inflation, Trust and What Comes Next

You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge

46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One

It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss

$70 Billion. 18 Straight Outperforming Years | David Giroux on What Markets Are Getting Wrong

It's Been Dead for 18 Months | Jim Paulsen on the Hidden Market Leadership Change

Lowest Cash Levels Ever | Kevin Muir on Why It's Time to Buy Hedges

The Bull Market’s Real Kill Switch | Victoria Greene on What Will End It

Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market

The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap

60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime