Trifecta: A Fundamental Revolution in Indexing

Published on January 13, 2026

As index investing continues to evolve, it does not have to be towards ever-expanding complexity. Sometimes progress comes from asking simpler questions and answering them consistently.

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Productivity Surprise Supports 2026 Setup

January 13, 2026
Last week delivered some of the more surprising macro data I’ve seen in years: very slow job growth, but stable unemployment, and a sudden surge in output that materially lifts the outlook for earnings heading into 2026.

Party Like It’s (Not) 1999

January 13, 2026
“Party like it’s 1999” is a phrase made famous by the musician Prince’s 1982 song, which experienced a renaissance amid Y2K fears and has since entered the lexicon meaning to celebrate intensely because the future is uncertain.