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Market Musings July 22, 2026 | 3 min

Small Caps Are Back – But the Options Market Isn’t Buying It

Small caps are having their best relative year in over a decade. Through early July 2026, the Russell 2000 Index has returned +24% versus...

Equity Market Observations July 7, 2026 | 6 min

Equity Market Observations: Second Quarter 2026

Introduction Global equity markets delivered an exceptionally strong second quarter with nearly every major benchmark posting double-digit gains. Beneath those headline returns, however, market...

Market Musings May 20, 2026 | 5 min

De-Polarizing the Equities Market: A Fundamental Transition

A notable market development in 2026 is that we’re in the early stage of earnings diffusion. It does not yet represent a full regime...

April 30, 2026 | 4 min

Record Highs: What’s Driving Market Strength?

Geopolitical risk remains elevated: the conflict in Iran continues, and the Strait of Hormuz, a corridor for roughly 20% of global oil and gas...

Equity Market Observations April 7, 2026 | 6 min

Equity Market Observations: First Quarter 2026

Executive Summary Distinct Style Rotation: Large-cap growth underperformed while value and small-cap indices provided a critical buffer and marked a sharp retreat from mega-cap...

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