What’s Next for AI After the Midterm Sell-Off?

Published on November 12, 2026

Our Director and Senior Portfolio Manager Alex Cousley sees last week's sharp equity sell-off as a test of market sentiment, with the U.S. midterm elections raising new questions about the outlook for AI infrastructure investment.

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Survey of Consumer Finances: Full Disclosure

November 12, 2026
We all know someone who over-shares: the coworker too eager to discuss weekend adventures, or the friend who describes medical conditions in excessive detail. Yet even among those who hold no secrets, discussion of personal financial circumstances is usually taboo. It can therefore be difficult to judge how the average person is faring, economically.

The Precious Metals Sector’s Impressive Relative Breakout—and What It Portends

November 12, 2026
Last week brought dramatic developments across the markets. The plunge in technology stocks, particularly those tied to artificial intelligence, did not surprise us. Recognizing a bubble in search of a pin, we had been expecting it to burst for some time. When it finally began to do so last week, it dragged the broader market down with it.