The 2026 IPO calendar is loaded with AI names, and the next few weeks will tell us whether public market investors have the appetite to absorb them. At the same time, Brent crude is hovering above 105 a barrel after the Strait of Hormuz closure, and government bond yields are sitting in territory that keeps the cost of capital expensive. Income investors are watching two stories at once.
Geopolitical noise is loud this week, and income focused portfolios have to filter it. The headlines pulled in many …
Markets today look split between two stories. On one side, a record IPO pipeline and an $80 billion buyback are pulling …
Three threads ran through market talk today and none of them feel small. AI capital spending is showing up in actual GDP …
Markets are pulling in two directions today. On one side, a wave of mega IPOs is lining up with SpaceX, OpenAI and …
Two threads dominated market thinking today. A huge utility merger reshaping how the US plans to power AI growth, and a …
Friday opened with stock index futures higher and a handful of names gapping up before the bell. The surface looks calm. …
Welcome to Edison Dividends. We are a team of Math Engineers applying quantitative methods to dividend investing and …
I have spent twenty years building software systems. In that time, I have learned one absolute truth: the best …
In engineering, we have a saying: good architecture survives bad code, but no amount of good code survives bad …