The Battle for Search Supremacy
July 2026 | Kate Dumas, CFA
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
Soundings
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All Posts
- All Posts
- AI
- Alternative Investments
- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
- Hedge Funds
- Impact
- Inflation
- Investing
- IPOs
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- Market Commentary
- Market Concentration
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- Tide Cycle Updates
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Red White & Blue
July 2026 | Kate Dumas, CFA
Marking 250 years since independence, with a nod to Portsmouth's own long history and an Adams letter for the ages.
Growth
June 2026 | Kate Dumas, CFA
Growth stocks are wobbling after years of AI-fueled outperformance. Three charts from Apollo show rising tech volatility, a valuation premium for non-earners, and how narrow this year's rally really is.
MANGOS
June 2026 | Kate Dumas, CFA
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Not Yet
June 2026 | Jeff Croteau
Private credit gating raises a familiar question: are we out of the woods, or just getting started?
Decoupling
June 2026 | Kate Dumas, CFA
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.
Magnifica Humanitas
May 2026 | Kate Dumas, CFA
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Smooth Seas
May 2026 | Kate Dumas, CFA
Teaching a teenager to drive becomes a lens on decades of market crises and the value of staying calm through them.
The Fed
May 2026 | Kate Dumas, CFA
A new Fed Chair takes over. What changes, what doesn't, and why independence still matters most.
Planes, Trains and Automobiles
May 2026 | Kate Dumas, CFA
The Iran war exposes a hidden fuel divide — and an airline goes under as a result.
Canaries
April 2026 | Kate Dumas, CFA
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.
Integrity
April 2026 | Kate Dumas, CFA
Why a credible, well-regulated market is worth more than investors often realize — until it's gone.
Liquidity
April 2026 | Kate Dumas, CFA
Gold's sharp sell-off reveals an underappreciated truth: liquidity is only valued once it's scarce.
Democratizing Private Equity – Part II
March 2026 | Kate Dumas, CFA
BDCs, evergreen funds, and the push to open alternatives to more investors — at what cost?
Democratizing Private Equity – Part I
March 2026 | Kate Dumas, CFA
What Yale's legendary endowment run under David Swensen still teaches about private equity investing.
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