Could Bad News Mark the Top in Yields? October 20, 2026 | Kristian Kerr One of the more interesting developments in the bond market last week, in our view, had less to do with the news itself and more to do with how the markets reacted to it. My colleagues and I often...
Printer Friendly Version Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative. If AI can make consumer switching easier, which...
October 16, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of October 12, 2026. Markets turned more defensive this week as elevated inflation, renewed artificial intelligence (AI) and semiconductor concerns, and ongoing debt and...
What the “SaaSpocalypse” Can Teach Investors About Narratives, Fundamentals, and Time Horizons October 15, 2026 | Thomas Shipp Additional content provided by Tucker Beale, Senior Equity Research Analyst. What the “SaaSpocalypse” Can Teach Investors About Narratives,...
Bull Markets That Last Four Years Typically Last Five October 14, 2026 | Jeff Buchbinder Happy Anniversary bull market! October 12 marked the fourth anniversary of the bull market that began at the S&P 500’s closing low of 3,577 on October 12, 2022. Four years...
