Excess Returns

The Market That Bites Back | Victoria Greene on Surviving the Badger Market

Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market

The Bubble You Can’t Exit | Dan Rasmussen on the Private Equity Trap

30 Times Earnings Isn't Expensive | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns

60-20-20 Changed Everything | Tony Greer on the New Portfolio Regime

You’re Waiting for the Bubble to Burst | Jan van Eck on Why It Already Has

The Crash That Won’t Come | Redfin Chief Economist Daryl Fairweather on the Great Housing Reset

The Chart of Truth Is Turning | Rupert Mitchell on the Regime Change Investors Are Missing

10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers

The Line We Can't Cross | Mike Green on the Passive Investing Endgame

Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started

The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI

The Great Moderation Is Over | Liz Ann Sonders on What Replaces It

The Regime Shift No One is Prepared For | Grant Williams on the 100 Year Pivot

Sold At "Irrational Exuberance". Still Lost Money | Sam Ro on the Bubble Paradox

Market valuations currently sit over one standard deviation above historical averages, reflecting a complex interplay between elevated profit margins and the transformative potential of the AI revolution. While high P/E ratios suggest an expensive market, structural improvements in operational efficiency and credit qua...

Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What the Charts Say About 2026

It’s Not K-Shaped. It’s No Shaped | Jim Paulsen on What You're Getting Wrong About 2026

4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding

We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know

The Truth No One Sees | 41 Great Investors Share Their Most Controversial Belief