Research Blog

Berkshire Hathaway at a Crossroads: No Buffett, Record Markets, Big Questions

4/29/26

Berkshire Hathaway's annual shareholder meeting comes as its stock lags the S&P 500® by the most since the 2000 dot-com bubble.

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Mag 7 Earnings on Deck: AI Monetization and Leadership Transitions Take Center Stage this Week

4/27/26

All eyes turn to the Magnificent 7 this week as Alphabet, Meta, Microsoft, Amazon and Apple all report Q1 2026 results.

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Stocks Shook Off the March Dip: Now Q1 Earnings and April Data Take Center Stage

4/22/26

The Q1 reporting season is off to a solid start, but investors must also eye macro data points ahead.

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Q1 Earnings Kick Off: Strong Results and Record CEO Confidence Anchor the Market

4/20/26

The Q1 2026 earnings season has officially started, and the early results suggest a market that is largely defying the geopolitical fog we’ve discussed. 

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Q2 2026 Investor Conference Calendar: Reading the Corporate Body Language

4/15/26

In a landscape defined by AI disruption, geopolitical shifts, and cooling consumer strength, investors must look beyond the slides to decode the corporate body language that will drive market trends this quarter.

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Q1 2026 Earnings Preview: Double-Digit Growth and the Visibility Gap

4/14/26

Banks kicked off Q1 2026 earnings season yesterday with a rare Goldman Sachs front-run, with JPMorgan, Citigroup and Wells Fargo on deck for today.

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The 2026 IPO Bottleneck Breaks: From SpaceX to AI Unicorns

4/09/26

The US IPO market in 2026 is shaping up to be a historic bottleneck break.

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A Box Office Boom? What Hollywood's 2026 Spring & Summer Slate Means for the Economy

4/08/26

Strong YTD box office ticket sales suggest consumers are still spending selectively despite inflation and macro uncertainty.

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