Back to all insightsAll Posts
Filtered by Category: Monthly insights
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
Chart of the Month
Resolutions v. Reality: Setting the Stage for Success
Although only around one-third of Americans say they set a New Year resolution, financial goals are now among the most common resolutions people set for the new year, often ranking just behind health and fitness goals.
Jan 09, 2026
Monthly insights
Chaos in Caracas
While geopolitical developments often command significant media attention, financial markets remain primarily focused on fundamentals such as earnings, economic growth, and valuations. For long-term investors, staying disciplined and thoughtfully allocated within a well-diversified portfolio remains the most effective way to generate value.
Jan 06, 2026
Chart of the Month
Hallucinations in Your Search Bar: When AI Makes Things Up
Across 1600 trials, the AI tools failed to correctly identify the original source article more than 60% of the time, with most responses inaccurate or incorrectly attributed.
Dec 12, 2025
Monthly insights
The Bird That Beat Inflation
The broadest inflation measure, the Consumer Price Index (CPI), has a category for the cost of food prepared at home, which has risen 2.7% versus one year ago. In spite of this, the cost of a Thanksgiving meal, when including seasonal discounts from retailers, has fallen.
Nov 20, 2025
Viewing 1-10 of 30