With the midterm elections out of the way, stock markets have entered a very favorable seasonal window. However, volatility is likely to remain elevated, driven by news related to the AI theme as well as the discount rate.
Nov
06
2026
Risk Aversion Index—Stayed On “Higher-Risk” Signal
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Perception for the Professional
November 2026 Issue
Featured Articles
- The New Math Of The 60/40 Portfolio
- Lake Wobegon Banks: Where Nothing Is Above Average
- Making Sense Of The Yield Move
- The Bull Market’s Alternate History
- Active/Passive Update: Third Quarter 2026
- It’s Not The Rate, It’s The Reason
- A Bear Market In Exuberance
- Follow The (Cheap) Money: Sorting Financials After A Yield Spike
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