Most indexes exclude the highest risk and most obscure companies; such stocks represent assets that are technically “in play” but rarely appear in mainstream portfolios. We think it’s useful to monitor these “offbeat” companies, as they offer a unique perspective about speculative market exuberance.
Nov
06
2026
A Bear Market In Exuberance
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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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