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The AI Supercycle: Navigating Concentration Risk in 2026

As the 2026 market landscape takes shape, artificial intelligence (AI) continues to serve as the primary catalyst for global equity performance.  According to BlackRock’s 2026 outlook, AI remains the “dominant theme” for the investment community, fueling a capital-intensive expansion that is fundamentally supporting...

When Timing Matters to Dividend Investors

The timing of trades matters very little to me on most of my positions. I’m a long-term investor with a timeline of years, potentially decades. Even my “short-term” holdings tend to be for at least a year or two. Although I occasionally see...

Treasury Yields Snapshot: January 9, 2026

The yield on the 10-year note finished January 9, 2025 at 4.18%. Meanwhile, the 2-year note ended at 3.54% and the 30-year note ended at 4.82%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...

Index Closes at Record High

The S&P 500 finished the first full trading week of 2026 at a new record high. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back to 2013. Here is a...

U.S. Job Data Might Be Weak, Bitcoin Has Room to Grow

Bitcoin entered 2026 on firmer footing after a challenging end to last year, rebounding above $93,000 as macro sentiment improved and institutional participation reaccelerated. Following a period of late-2025 consolidation marked by ETF outflows and investor fatigue, early-year price action suggests portfolio rebalancing...
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