Markets
Breaking Down Retirement Assets
July 2, 2026
44% of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.
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Equity ETFs Accounted for 28% of Stock Market Volume in 2025
July 2, 2026
Equity ETFs accounted for 28% of stock market volume in the U.S. in 2025.
Markets
Government vs. Prime Money Market Funds
July 2, 2026
A look at the holdings of government-only money market funds versus prime money market funds
Long Term Charts
A Long-Term Look at Gold Prices
July 2, 2026
A long-term look at gold prices
Weekly Digest
Weekly Research Recap
July 2, 2026
A review of our recent research
Markets
Three Themes One Cycle
July 1, 2026
We contend that the AI, energy, and defense themes are not three parallel trends but a structural supercycle with compounding feedback. Capital that enters any one leg flows into the others.
Data Reports
Total Return Review – The Halfway Point of 2026
July 1, 2026
At the halfway point of the year, AI and energy are the two biggest stories.
Financial News
What We’re Reading
July 1, 2026
Commentary & analysis of selected stories on July 1, 2026
Humor
Cartoons
July 1, 2026
Financial News
What We’re Reading
June 30, 2026
Commentary & analysis of selected stories on June 30, 2026
Humor
Cartoons
June 30, 2026
Financial News
What We’re Reading
June 29, 2026
Commentary & analysis of selected stories on June 29, 2026