Soundings
Browse by Topic:
New (World) Order
July 2026 | Kate Dumas, CFA
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 | Kate Dumas, CFA
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 | Kate Dumas, CFA
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 | Kate Dumas, CFA
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 | Kate Dumas, CFA
Marking 250 years since independence, with a nod to Portsmouth's own long history and an Adams letter for the ages.
Growth
June 2026 | Kate Dumas, CFA
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 | Kate Dumas, CFA
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Not Yet
June 2026 | Jeff Croteau
Private credit gating raises a familiar question: are we out of the woods, or just getting started?
Decoupling
June 2026 | Kate Dumas, CFA
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.
Magnifica Humanitas
May 2026 | Kate Dumas, CFA
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Smooth Seas
May 2026 | Kate Dumas, CFA
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 | Kate Dumas, CFA
A new Fed Chair takes over. What changes, what doesn't, and why independence still matters most.
Planes, Trains and Automobiles
May 2026 | Kate Dumas, CFA
The Iran war exposes a hidden fuel divide — and an airline goes under as a result.
Canaries
April 2026 | Kate Dumas, CFA
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.