Soundings
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Passing the Test
August 2026 | Kate Dumas, CFA
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 | Kate Dumas, CFA
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 | 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.