Term premium is rising—threatening equity valuations and long-duration assets. If yields keep climbing, markets may be forced to reassess risk and pricing.

I don’t have to tell you this market is “pricey”—levitating from all-time high to all-time high. That’s got a lot of investors stuck on the sidelines, too afraid to buy.

Alpha isn’t dead—it’s just harder to reach. Here’s why structural inefficiencies are returning, and where serious investors should be looking now.

Academic freedom fuels U.S. innovation and economic growth. Political interference risks undermining our universities—and America’s global competitive edge.

The Fed aren’t expected to cut interest rates in July, but may offer clues on a potential September cut.

It’s harder to manipulate sales figures than earnings figures. So it’s worth looking at the price-to-sales ratio on any stock you consider buying.