Monday - March 16, 2026

Brian Szytel reports modestly positive markets from The Bahnsen Group’s Newport Beach office: the Dow rose 46 points, the S&P 500 gained 0.25%, the Nasdaq rose nearly 0.5%, and the 10-year yield fell 2 bps to 4.20% after trading in a 4.15%–4.30% range. Economic data were light, w ...  Show more

Today's Post - https://bahnsen.co/40tWZg8 David Bahnsen reviews an eventful mid-March 2026 market backdrop through five themes: the Iran war and its impact on oil and volatility; the state of the economy after tariff changes; private credit; AI; and a rotation in market leadershi ...  Show more

Every Monday, or Tuesday, Grace and Alex scour the news and record notes on what’s going on to kick off the week. We are a day late here thanks to the American holiday, which means that it's going to be a short week -- here at least. But that doesn't mean that things are slow. In ...  Show more

On today’s show I want to share some guidance that I gave you on the podcast only a few days ago. I’m not here to trumpet anything or take a victory lap or anything like that. I’ve experienced a phenomenon whereby I will make a prediction or an observation on the podcast, and ...

As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.

Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ...

Here we are, the last day and the last trading day of the year. It’s now been about two years that ChatGPT was launched and it’s been two years that the AI buzz pushed some US Big Tech companies to ... the sky, really. The consensus is that 2025 should be a good year, that the e ...  Show more