What It Is to Burn (Cash)

What It Is to Burn (Cash)

Jul 24, 2026 | The Weekly Edge

  Like a bad star, I’m falling faster down to her She’s the only one who knows what it is to burn “What It Is to Burn”, Finch   In a podcast recording on Thursday, we shared that Google’s 2Q earnings reminded us of that great Deftones song “Change (In the House of...
Know Your Enemy

Know Your Enemy

Jul 17, 2026 | The Weekly Edge

Introduction: Know Your Enemy “Think ya know what it’s all about? Huh! Hey yo, so check this out!” Last week’s whirlwind of Fed commentary and inflation data created a few market gyrations but ultimately left interest rates lower and the need for rate hikes less...
Mid-Year Outlook: The Metallica Market

Mid-Year Outlook: The Metallica Market

Jul 10, 2026 | The Weekly Edge

You might be surprised to learn that the market and the investment approach it demands in 2026 have a lot in common with Metallica. Yes, Metallica, the thrash metal band that formed in the 1980s and became known for its bone-rattling loudness, shows with...
Graduation Season

Graduation Season

Jul 2, 2026 | The Weekly Edge

This week we are recapping a historic second quarter for global equity markets and taking a closer look at the recent FTSE/Russell index reconstitution. While it happens every six months, this cycle’s index rebalancing, measured by total market cap movement and the...
The Hand That Feeds

The Hand That Feeds

Jun 26, 2026 | The Weekly Edge

Just how deep do you believe? “The Hand That Feeds”, Nine Inch Nails Equity markets are biting the hand that feeds. It is no secret that the largest contributor to S&P 500 returns in 2026 has been the AI infrastructure trade (AI capex recipients), with key names...
A Man of Few Words

A Man of Few Words

Jun 18, 2026 | The Weekly Edge

Introduction: A New World for a New Fed “There’s a button for that.” A lot can happen in a week, and the past week was notable in three ways. First, the U.S.-Iran conflict appears to have reached the beginning of its end, with both sides expected to sign a Memorandum...