Smaller Stocks Step Into the Spotlight
Why small- and mid-cap stocks are beating big tech equities—and what it means for investors right now.
U.S. Growth Looks Strong Unless Oil Shock Hits
AMG sees steady economic growth in second half of 2026, but oil prices remain the biggest risk ahead.
Why First-Time Homebuyers Are Now 40
America’s first-time homebuyers are older, fewer, and further behind.
American Ingenuity Is Electrifying AI
How AI’s enormous appetite for energy is fueling a burst of American innovation.
Are You Too Diversified To Win?
The fine line between smart diversification and diluted returns.
IPO Fever Returns, but the Giants May Hog It All
Big tech’s IPO revival could leave everyone else fighting for scraps.
Court Ruling Could Mean a Refund—but Time Is Running Out
Why the IRS might owe you money from the COVID years.
Caught Between War and the AI Boom
Oil shock, AI surge: The two forces are rewriting the economic outlook.
Notes on the Economy – Q2 2026 Summary
The fate of the global economy depends on reopening of the Strait of Hormuz.
How Strong Diligence Builds Better Portfolios
Why the smart investors obsess over diligence, not predictions.