Hitting Reset: Top Reasons for Market Optimism Post Elections

Published on November 13, 2026

Declines of that size usually accompany a recession. This one arrived while earnings were growing at double digits. In our view, that makes it a reset, not a breakdown. Here are our top reasons for why we are optimistic about equities heading into 2027.

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Where Does AI Investment Go After the Election?

November 13, 2026
Artificial intelligence may be the defining market theme of 2026, fueled by enormous investment in the data centers, semiconductors and infrastructure needed to support it. The Democratic wave that emerged from the midterm election could signal a turning point for US AI policy tied to a fundamental shift in the political environment.

Could Commonwealth Conversion Be a Catalyst for LPL's Business?

November 13, 2026
One analyst said LPL's stock is "the most mispriced" in his coverage area, and others expect the price will rise as LPL realizes the benefits of the Commonwealth conversion.