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"Mag 7” Companies Reported Earnings Growth Above 100% Boosted by Investment Gains

With NVIDIA reporting actual results for Q2 on August 26, all the companies in the “Magnificent 7” have now reported earnings for the second quarter. How did the earnings reported by these seven companies...


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Insurance: It’s About Disclosure, Not Investment Quality

Mark Walter, the Guggenheim Partners co-founder and CEO who oversees a business empire spanning insurance, asset management, and sports (including the LA Dodgers and, until recently, the Lakers), is facing mounting scrutiny as fe...


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Riding the Waves: 2 Decades of LP Commitments Across Venture Capital and Credit

While performance and fundraising totals are often the point of emphasis in our analyses, it can also be informative to examine the total amount of investments being made by LPs. Tracking those numbers ca...


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ERCOT Prices Remain Steady Despite Record Load

Facing eye-opening load projections due to the ongoing AI race and data center boom, U.S. independent system operators (ISOs) and policymakers are scrambling to adopt strategies to meet the moment. Some demand growth has already arrived...


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Historical Lessons: How New Tariffs Could Affect Financial Markets

U.S.-imposed tariffs have been a recurring topic since the U.S. presidential inauguration in 2025. Given the new U.S. tariff imposed August 22, 2026, on select Canadian goods plus a new additional U.S. tariff proposed...


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