Yield Curves & Style Rotations: Omen or Deception?

Published on July 13, 2026

The signals suggest the regime may be changing, and we should be prepared for that possibility. However, until that becomes more evident, we must take advantage of what the market has to offer.

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Q2 2026 Earnings Preview: Navigating High Expectations, Tariff Rebates, and War Uncertainties

July 13, 2026
What makes this earnings setup truly unique is the behavior of Wall Street analysts over the last 90 days. Because corporate guidance tends to be conservative, analysts historically cut estimates ahead of time.

School for Scoundrels

July 13, 2026
As put by one observer, “We rule the world. The world doesn’t know this yet.” One is reminded of a remark by economic historian Dharma Kumar about Cambridge nearly a century ago, “Time is a device to prevent everything from happening all at once; space is a device to prevent it all happening in Cambridge.”