AI Spending Scrutiny Deepens as Markets Rotate Beyond Tech

Published on November 4, 2026

Sometimes the best lessons are the simplest ones, and right now, the market is offering a good old-fashioned lesson on the benefits of diversification. Stay invested, stay diversified, and stick to your financial plan.

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The Rotation Will Continue Until Morale Improves

November 4, 2026
We expect the rotation to continue. The earnings bar is high—very high. Any minor misstep has led to punishment, which has led to rotation. Rotation is not a bad thing, and if you are running a diversified equity portfolio, you should be in good shape.

Setting Expectations for a Successful Swap

November 4, 2026
Elevated Treasury yields have created attractive income opportunities across the fixed income markets. Corporate and municipal bonds offer additional yield opportunities, while positively sloped yield curves provide investors with further motivations to extend maturities. For many investors, the opportunity to capture higher income and lock it in for longer periods has renewed interest in explorin