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Events and Webinars
Stability Scarcity: Why Markets Are Paying More for Predictable Cash Flows After years of volatility, markets are increasingly rewarding dependable cash flows; these assets appear poised for meaningful relative revaluation. Learn More

Too Big to Ignore: Index Concentration and the New Shape of Equity Risk In more concentrated markets, portfolios are often shaped more by benchmarks than by conviction—requiring a more deliberate, analytics-driven approach to managing risk. Learn More

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Three Ideas

3 in 3: Health Care Is the Patient, and the Patient Is Stabilizing

April 20, 2026

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

3 in 3: Will Maine Give Data Centers the Cold Shoulder?

April 7, 2026

Maine may pause large data centers as AI strains power grids, housing reform gains steam, and markets may be overlooking true AI adopters.

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