Joe Kooima of Kooima Kooima Varilek says cattle and hogs are struggling Thursday with the set back in the equity markets.
U.S. equity concentration has surged as mega caps outpaced the broader market, while recent sector rotations and shifting AI valuations raise questions about whether concentration could begin to ...
Market crashes are unavoidable, but portfolio damage is not. Analysis of major crises shows diversification across equity, ...
The US equity market demonstrated renewed strength in the second quarter of 2025 after experiencing initial volatility, according to Aristotle Atlantic Partners’ recently released “Focus Growth ...
The stage is set for a potentially sizeable equity market pullback. Friday will be quarterly opex, and that should help to release the stock market from its current malaise of tight daily trading ...
Recently, private market skeptics, fueled by a misleading, high-profile report from a large financial institution [State Street Private Capital Insights Q4 2024], have again suggested that the ...
Will big AI spending achieve ample return on investment? AI remains a defining force in equity markets, but its influence is taking shape in new and sometimes unexpected ways. AI-powered U.S. stocks ...
In a continuing challenging economic environment, global private equity activity remained fairly steady in Q3 2025. According to the “Pulse of Private Equity” report from KPMG International, global ...
In the race to create value, private equity firms face pressure on all fronts, especially in the middle market. There, portfolio companies (portcos) are operating with leaner teams, tighter budgets ...