The Weekly Edge

Equity markets stumbled on Friday as investors learned that euphoria does, in fact, have a comedown, but we think Mr. Rossdale would agree with us that this comedown is a healthy and good development for this bull market.

Honey, it's in the stars And you're my everything from here to Mars “Here to Mars”, Coheed and Cambria   For the last 25 years, Coheed and Cambria have been releasing progressive rock concept albums that follow the story of The Amory Wars, a series of science...

Introduction: Why Bonds? "My answer is I don't have the first d*** clue." Just when investors thought it was safe to go back into the bond market, the Iran War and resulting inflationary concerns reversed the January-February decline in rates (rally in bond prices)...

You do what you do, you say what you say You try to be everything to everyone You know all the right people You play all the right games “Everything to Everyone”, Everclear   Just as you would have had to live under a rock in the late-1990s to miss Everclear’s...

The path of the market in 2026 has felt a lot like the opening seconds of Red Hot Chili Peppers’ 2003 music video for “Can’t Stop”.

Having come into 2026 expecting a strong and broad cyclical upturn, investors still haven’t found the economy they’ve been looking for.

We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.

Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).

The Great Divide is a great way to describe some of the sharp divergences and departures we have seen over the last three months.

Some of these great divides are encouragingly positive, while others are distinctly negative.