Midterm Elections and Geopolitical Risk Will Drive the Market

Published on July 10, 2026

As we move through 2026, the political and geopolitical landscapes remain key drivers of policy uncertainty. For the midterm elections, our base case is a Democratic House and Republican Senate, a historically favorable outcome for equities.

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How Many Stocks Should Your Portfolio Hold?

July 10, 2026
This video explains why the phrase "buy and hold" is often misunderstood and why successful long-term investing requires much more than simply buying stocks and never selling them. Chuck Carnevale, Co-founder of FAST Graphs, aka Mr. Valuation argues that buy-and-hold can be an excellent strategy, but only when investors purchase high-quality businesses at sensible valuations.

Great Moderation Era: Drift(ing) Away

July 10, 2026
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.