Are US Micro-Caps the Market’s Best Kept Secret?

Published on August 26, 2026

This may come as something of a surprise since the financial press has not written or said much about how well this important—and opportunity-rich—subset of small-cap has performed over the last several months.

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Managing the Next Generation Can Require a Thoughtful Approach

August 26, 2026
Set expectations and offer guidance if you want to get different results. Remember, this is a generation that largely grew up not speaking to other people and definitely not calling anyone.

NVIDIA Q2 Earnings & Outlook Matter More This Time. Here's Why

August 26, 2026
Macro strategists and global portfolio managers have their hands full on this final week of August. As we said recently, this is no time to mail it in before Labor Day in the U.S. And for equity traders and bottom-up analysts, NVIDIA (NVDA) writes the storyline in the sessions ahead. The world's most valuable company reports Q2 results after the bell on Wednesday.