Skip to content
Nov 06 2026
Of Special Interest

The Bull Market’s Alternate History

  • Nov 6, 2026

Since the November 2022 lauch of ChatGPT, the massive size and incredible profitability of AI titans have heavily skewed the cap-weighted indexes to the extent that it’s hard to comprehend results for the rank-and-file firms beneath the surface.

Login

For full access, please enter your credentials.

About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

Perception for the Professional
November 2026 Issue

Green Book Publication Cover

Featured Articles

Sector Navigator
November 2026 Issue

Blue Book Publication Cover

Recent Tags
[ALL]

High Yield (19) Bank Stocks (1) Recession (73) Contagion (2) Real Yield (1) Fed Policy (175) Interest Rates (259) Inflation (588) AI (1) Credit (13) Iran War (1) Oil (49) War (1) Gold (85) Energy (91) Factors (94) Momentum (186) Small Caps (190) GDP (46) Trump (2)