The Stagflation Narrative: What Doomers Get Wrong – Part II

Published on May 18, 2026

The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies.

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Wealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris Acito

May 18, 2026
Gapstow Capital Partners’ Chris Acito explains how the expansion of retail investor access has changed the structure of the market, and why recent redemption activity is bringing renewed focus to liquidity design.

Retailers and Nvidia Close Out a Season Marked by Robust Growth

May 18, 2026
Against this challenging macro backdrop, a stark divergence is expected as major retailers report earnings next week. Discounters are projected to perform well, with Walmart (WMT) expected to outpace Target (TGT) by gaining market share from high-income households trading down for groceries, while Target remains more vulnerable due to its heavier mix of discretionary goods.