Prepare for Proxy Voting Season

Published on January 23, 2026

Each spring, investors in individual publicly traded companies get a chance to voice their opinions as the companies whose stock they own prepare for their annual shareholders’ meetings.

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Time of the Season … For Year-End Targets

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Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.

What Bond Markets Are Telling Us Now

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Financial stress often shows up in the bond market well before it becomes visible elsewhere. Equity markets can remain calm while pressure quietly builds underneath the surface.