Third Quarter Defies Historical Trends as Investor Optimism Persists
Historically, investors have braced for the third quarter to be the most challenging stretch of the year. That familiar pattern did not hold in 2025.
Despite Tariff Tensions, Fixed Income Markets Strengthen as Fed Eases Policy
In Q3 2025, fixed income markets demonstrated resilience amid geopolitical tensions and tariff uncertainties.
Investing with Endurance in the GenAI Era
In 2019, professors Bradford Cornell and Aswath Damodaran published a research paper that coined the phrase “The Big Market Delusion.”