Charts of the Week
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.
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Page 8 of 3383Charts of the Week
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
Charts of the Week
A Long-Term Look at Gold Prices
July 2, 2026
A long-term look at gold prices
Charts of the Week
Weekly Research Recap
July 2, 2026
A review of our recent research
Focused Research
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.
Focused Research
The Halfway Point of 2026
July 1, 2026
At the halfway point of the year, AI and energy are the two biggest stories.
Newsclips
What We’re Reading
July 1, 2026
Commentary & analysis of selected stories on July 1, 2026
Newsclips
What We’re Reading
June 30, 2026
Commentary & analysis of selected stories on June 30, 2026
Newsclips
What We’re Reading
June 29, 2026
Commentary & analysis of selected stories on June 29, 2026
Newsclips
What We’re Reading
June 26, 2026
Commentary & analysis of selected stories on June 26, 2026
Newsclips
What We’re Reading
June 25, 2026
Commentary & analysis of selected stories on June 25, 2026
Conference Calls
The New Fed and Bond Yields
June 24, 2026
A replay of our June 24, 2026 conference call