The Good, The Bad and The Ugly – Q3 2026

Each quarter, we provide a concise overview of key developments in financial markets along with our perspectives on relevant market and economic topics. Our goal is to provide as much clarity as possible as we navigate the ever-changing financial markets and global economy.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.

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Weekly Charts – Week of September 28th

This week we look at CCC high yield spreads, infrastructure investments in U.S. history, how AI is affecting corporate America and we discuss debasement.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.

The Good The Bad and The Ugly image for Q3

The Good, the Bad and The ugly – Q4 2026

Each quarter, we provide a concise overview of key developments in financial markets along with our perspectives on relevant market and economic topics. Our goal is to provide as much clarity as possible as we navigate the ever-changing financial markets and global economy.