Passing the Puck
August 2026
Volatility Shares files for ETFs tied to NHL team performance via a new CME index — a lighter-hearted test of how far the SEC's appetite for "novel" products will stretch.
Soundings
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Passing the Test
August 2026
Truth Social's new pay-per-month API gives high-frequency traders early access to Trump's posts, raising fresh insider-trading questions as the SEC weighs a wave of "novel" prediction-market ETFs.
Big In Japan
August 2026
The US and Japan intervene to stabilize the yen amid historic currency pressure, Fed-BOJ rate divergence, and Iran War oil shocks.
New (World) Order
July 2026
Andy Burnham becomes the UK's 7th PM in 10 years amid global upheaval. A look at Mark Carney's "rupture" thesis and the new world order taking shape.
Bench Pressing
July 2026
Why the right benchmark matters: a guide to policy indexes, blended benchmarks, and spending-plus-inflation targets for institutional portfolios.
AI Meets ESG
July 2026
Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.
The Battle for Search Supremacy
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
Red White & Blue
July 2026
Marking 250 years since independence, with a nod to Portsmouth's own long history and an Adams letter for the ages.
Growth
June 2026
Growth stocks are wobbling after years of AI-fueled outperformance. Three charts from Apollo show rising tech volatility, a valuation premium for non-earners, and how narrow this year's rally really is.
MANGOS
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Decoupling
June 2026
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.
Magnifica Humanitas
May 2026
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Smooth Seas
May 2026
Teaching a teenager to drive becomes a lens on decades of market crises and the value of staying calm through them.
The Fed
May 2026
A new Fed Chair takes over. What changes, what doesn't, and why independence still matters most.
Planes, Trains and Automobiles
May 2026
The Iran war exposes a hidden fuel divide — and an airline goes under as a result.