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Chart of the Month
Private for Longer: The New IPO Timeline
Over the past few decades, businesses have been waiting much longer before launching an initial public offering (IPO).
Feb 17, 2026
Weekly insights
Market View: Week of Feb. 13, 2026
In December, many households saw depleted savings, and a job market that was at a standstill. This week’s data should help consumers with a strengthening labor market and cooling inflation.
Feb 17, 2026
Podcast
Weekly Market Impact: February 17
The S&P is flat for 2026! Tune in to hear what’s happening beneath the surface and where we’re finding more attractive opportunities.
Feb 17, 2026
Weekly insights
Market View: Week of Feb. 6, 2026
A brief government shutdown delayed the release of certain labor market–related economic data, which is now expected to be released one week later.
Feb 09, 2026
Podcast
Weekly Market Impact: February 9
This week, Phil welcomes special guest Harry Sudock of CleanSpark for a deep dive into AI, power generation, and the future of bitcoin.
Feb 09, 2026
Podcast
Weekly Market Impact: February 2
This week, Phil discusses the U.S. dollar, the latest announcement from the Federal Reserve, and current trends in global trade.
Feb 02, 2026
Weekly insights
Market View: Week of Jan. 30, 2026
The news out of the Fed meeting this week was largely very positive – stronger growth and a stabilizing labor market encouraged all but two voting members to hold rates steady in January.
Feb 02, 2026
Podcast
Weekly Market Impact: Jan. 26, 2026
This week, Phil breaks down the latest inflation data and previews a big week for earnings, sharing his insights on current market conditions and what to expect in the week ahead.
Jan 26, 2026
Weekly insights
Market View: Week of Jan. 23, 2026
The World Economic Forum in Davos wrapped with a focus on global uncertainty, Artificial Intelligence (AI) disruptions, and efforts to rebuild trust across economies. The week's big message was that the world is moving toward a more fractured, higher-stakes global order, one in which systemic fault lines and geopolitical tensions are no longer background noise but central investment and policy realities.
Jan 23, 2026
Podcast
Weekly Market Impact: Jan. 20, 2026
This week, Phil talks about the latest headlines and why they’re not impacting markets, dives into new inflation data, and explains the rising success of sectors beyond the Magnificent Seven.
Jan 20, 2026
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