We find ourselves in the 3rd quarter of 2026. The stock market has made the headlines, but between a) the reduction in the number of publicly held companies, and b) the weight given to AI-related ...

Bonds have added modestly to Tuesday's big quarter-end sell-off (a phenomenon that has nothing to do with the sorts of fundamental developments that dictate a vast majority of market movement).

Why We Saw Steady Selling All Day We expected volatility would pick up on Tuesday for one reason or another and it did not ...

Starting last Thursday, mortgage rates have barely budged. In terms of our 30yr fixed index, the maximum day-over-day change ...