Warning Lights On

Published on August 27, 2026

In choppy waters, many novice ship passengers will experience sea sickness. The only sure remedy is to wait it out. Symptoms will pass, as will the rough waters.

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Victory Capital’s $571 Billion Acquisition Creates Asset Giant

August 27, 2026
Victory Capital Holdings, Inc. (VCTR) announced an acquisition of First Eagle Investments Wednesday, a deal that will create a combined asset manager with $571 billion in client assets, the companies said.

Stock Market Tug of War: Earnings vs. Rates

August 27, 2026
Earnings have built a strong foundation. As we wrote earlier this month, earnings have provided a strong foundation for stocks this year. With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it's safe to say this season strengthened the fundamental case for equities.