This week, we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and...
Jay Peters, CFA®
Articles by: Jay Peters, CFA®
Field of AI Dreams
AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he...
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
“You Can’t Start the Fire without a Spark” Bruce Springsteen, Dancing in the Dark U.S. equity markets churned...
Light My Fire: U.S. Equity Third Quarter Earnings Preview
The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024,...
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
Well, I heard it all before, so don't knock down my door I'm a loser and a user so I don't need no accuser To try and...
Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season
Moving eight miles a minute for months at a time,I began to find myself searchingSearching for shelter again and...






