Insights
Fall 2026 Quarterly Commentary
In this edition, we discuss:
- How Terminator 2: Judgement Day feels eerily similar to current AI doomsday predictions
- Today’s stock market valuation – good relative to earnings growth, expensive when factoring in capital spending
- The degree to which many stocks are lagging S&P 500 Index returns
- Fixed income (bond) yields now looking attractive relative to cash and stocks
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