First Quarter 2026 Earnings: Feelin' Alright

Published on May 7, 2026

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

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Why Global, Why Active, Why Now

May 7, 2026
Global equity markets entered 2025 with a familiar narrative. U.S. leadership remained firm, supported by strong earnings, AI-driven optimism, and a market structure increasingly dominated by a narrow group of large-cap companies. For many investors, the path forward seemed clear: stay anchored to what worked.

Solar in Space Is a Solution in Search of a Problem

May 7, 2026
The thinking behind space solar makes some sense: The sun doesn’t always shine on Earth, which means solar panels on the ground aren’t always gathering energy. There are no clouds to block the sun in space, so aside from a couple of times per year around the equinoxes, panels in GEO are constantly bombarded with solar rays.