Luxury Turning?
October 8, 2025 | Sam Rines
When it comes to the luxury sector, there is never a shortage of headlines and shifts in consumer preferences.
Will Circular Funding Derail the AI Train?
October 8, 2025 | Petr Pinkhasov
Since the advent of Large Language Models ("LLMs"), AI has been on the forefront of investors' minds.
The Composition of Retirement Assets in Q2 2025
October 6, 2025 | John Kulis
According to the Investment Company Insititute, U.S. retirement assets were approximately $91.6 trillion in Q2 2025.
The Florida Housing Market Shift
October 6, 2025 | Kylie Leverenz
The first chart illustrates the number of homes for sale, or active listings, in Florida from January 2024 to August 2025.
A Deep Dive into Credit Cards
October 6, 2025 | Kylie Leverenz
The chart below outlines the average household credit card debt by state in Q2 2025.
An Inflation Conundrum – Our OER Update
September 12, 2025 | Sam Rines
Not too long ago, inflation was the dictating factor of monetary policy. The FOMC's policy function was heavily tilted away from employment and toward prices.
The Prediction Market Playbook
September 12, 2025 | John Kulis
With the football season officially underway, we examine the increasing size of the sports prediction markets.
A Global View on the Defense Sector
September 11, 2025 | Petr Pinkhasov
With the DSEI global defense event taking place this week in London, an update on defense spending in Europe deserves an audience as capital flows may come into the market.
The Cat Bond Hedge
September 3, 2025 | Sam Rines
There are many reasons for investors to be somewhat skeptical of putting money to work in the long end of the curve.