Earnings Breadth Hits Near-Record Highs, But Cracks Emerge at the Margins

Published on November 11, 2026

Despite some volatility caused by the midterm elections last week, mega-cap cash flows remain resilient, earnings continue to come in better-than-expected, and corporate balance sheets remain fundamentally sound even as late-cycle pressures emerge.

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Only $1.1 Trillion for the Anthropic IPO? Just Take It

November 11, 2026
Who should call the shots on Anthropic PBC’s initial public offering? The potential buyers, of course. Artificial intelligence hasn’t changed the fact that you can easily lose money on an IPO and investors therefore deserve a corresponding chance to make a quick buck. Like all new stock sales, the Claude developer’s deal needs to be priced to fly.

Beyond The Midterms

November 11, 2026
I like to de-stress at day’s end by watching videos that relax me. Puppies and painters are among my favorite subjects. During election seasons, however, sharp-edged political ads precede the feature presentations, raising my anxiety. So I am very happy that the 2026 midterms are over.