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The Long and the Short of It
A weekly look at what matters and how to trade it. (August 24th)
3 hrs ago • AP Research
Second Opinion
Why Healthcare provides growth, value, and diversification beyond the crowd.
Aug 20 • AP Research
Hedge the Right Tail
A weekly look at what matters and how to trade it. (August 17th)
Aug 17 • AP Research
C For “Circularity”
Would the demand be equivalent if the financing available to these buyers were any different?
Aug 12 • AP Research
New Highs, Still Low Conviction
A weekly look at what matters and how to trade it. (August 10th)
Aug 10 • AP Research
To Catch a Bid
A weekly look at what matters and how to trade it. (August 3rd)
Aug 3 • AP Research
Autopsy on the AI Selloff
Down, but not out.
Aug 1 • AP Research

July 2026

The Bar Is High
A weekly look at what matters and how to trade it. (July 27th)
Jul 27 • AP Research
Global Primer Series: Equity Issuance
Addressing the conversation on net equity supply amid evolving market dynamics.
Jul 23 • AP Research
Pre-August Storm
A weekly look at what matters and how to trade it. (July 20th)
Jul 20 • AP Research
Maradona Theory
Credible hawkishness makes the next hike less necessary.
Jul 14 • AP Research
Calmer Indices, Wilder Stocks
A weekly look at what matters and how to trade it. (July 13th)
Jul 13 • AP Research
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