Global Finance Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home Ron Welsh11 mins0 Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…continue reading..September 22, 2026September 9, 2026
Equity Analysis The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up Ron Welsh12 mins0 The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…continue reading..September 21, 2026September 9, 2026
Equity Analysis Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020 Ron Welsh12 mins0 Value stocks are beating growth for the first time in six years, with a more than 11-point…continue reading..September 21, 2026September 9, 2026
Data & Analytics Alternative Data Goes Mainstream: How Satellite Imagery Became Wall Street’s New Edge Ron Welsh12 mins0 Alternative data has gone mainstream, with 78% of hedge funds now using it and access costs collapsing…continue reading..September 20, 2026September 9, 2026
Data & Analytics AI Now Drives Most Stock Trading Volume — But How Reliable Is That 89% Figure? Ron Welsh11 mins0 AI now drives up to 89% of stock trading volume — but that widely-cited figure traces back…continue reading..September 20, 2026September 9, 2026
Data & Analytics AI-Driven Quant Funds in 2026: The Alpha Edge Is Eroding as Everyone Converges on the Same Signals Ron Welsh11 mins0 AI-driven quant trading now dominates 75% of US equity volume, but crowding is eroding the alpha edge…continue reading..September 19, 2026September 9, 2026
Equity Analysis Microsoft vs. Nvidia: Which AI Stock Looks Better for Long-Term Investors in 2026? Ron Welsh27 mins0 Summary: Microsoft and Nvidia offer different ways to invest in the artificial-intelligence boom. Nvidia has faster growth,…continue reading..September 18, 2026September 3, 2026
Equity Analysis Is Nvidia Stock Still a Buy After Its Latest AI-Fueled Rally? What Investors Need to Know in 2026 Ron Welsh29 mins0 Summary Nvidia remains one of the strongest companies in artificial intelligence, but its stock is no longer…continue reading..September 17, 2026September 3, 2026
Global Finance De-Dollarization Debate: Is the US Dollar’s Reserve Currency Status Truly Under Threat? Ron Welsh30 mins0 For nearly eight decades, the US dollar has reigned supreme. It is the world’s primary reserve currency,…continue reading..September 11, 2026October 28, 2025
Global Finance Soft Landing or Stagflation? The US Economic Outlook for 2024 and Beyond Ron Welsh31 mins0 The American economy stands at a pivotal juncture, a moment fraught with both promise and peril. Emerging…continue reading..September 8, 2026October 28, 2025