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The Great Rotation to Small Caps
A weekly look at what matters and how to trade it. (January 19th)
24 hrs ago • AP Research
Thematics: A New Year of Risk
Thematic baskets, performance, and the road into Q1.
Jan 16 • AP Research
Bulls Ignore Geopolitics, For Now
A weekly look at what matters and how to trade it. (January 12th)
Jan 12 • AP Research
Removing Maduro, Moving Markets
A weekly look at what matters and how to trade it. (January 5th)
Jan 5 • AP Research
Global Primer Series: Precious Metals (Gold)
Understanding the unique dynamics of the gold market.
Jan 3

December 2025

When Scarcity Sets the Price
A weekly look at what matters and how to trade it. (December 29th)
Dec 29, 2025 • AP Research
Out of Consensus
The 2026 Year Ahead.
Dec 19, 2025 • AP Research
A Familiar AI Wobble
A weekly look at what matters and how to trade it. (December 15th)
Dec 15, 2025 • AP Research
Divided We Stand, United We Fall
What markets have priced and mispriced post-FOMC.
Dec 11, 2025 • AP Research
The Last Week That Matters in 2025
A weekly look at what matters and how to trade it. (December 8th)
Dec 8, 2025 • AP Research
Hunting Reversal Trades
Finding opportunity in window-dressing selloffs
Dec 4, 2025 • AP Research
Quickly Forgotten and Suddenly Back
A weekly look at what matters and how to trade it. (December 1st)
Dec 1, 2025 • AP Research
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