Insights

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November 9, 2026 | by Chris Armbruster
Following AI Up the Value Chain
Large Cap Growth 3Q 2026 Update | KayneCast Ep. 330
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November 5, 2026 | by Jon K. Christensen
Can AI Create a New Efficiency Story for Small Caps?
Small Cap Core 3Q 2026 Update | KayneCast Ep. 329
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November 3, 2026 | by Jon K. Christensen
What Higher Rates Mean for Mid-Cap Businesses
Mid Cap Core 3Q 2026 Update | KayneCast Ep. 328
Video
November 2, 2026 | by Julie Biel
Can the Dollar Keep Up?
CNBC Fast Money
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October 28, 2026 | by Julie Kutasov
When Strong Businesses Get Stronger
Small Mid Cap Core 3Q 2026 Update | KayneCast Ep. 327
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October 28, 2026 | by Julie Biel
PCE, Yields, and Tech Trade
Bloomberg Radio
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October 26, 2026 | by Julie Kutasov
The Market’s Ultimate Stress Test
Small Cap Quality Value 3Q 2026 Update | KayneCast Ep. 326
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October 22, 2026 | by Hyung Kim
Is the Valuation Gap Justified?
International Small Cap 3Q 2026 Update | KayneCast Ep. 325
Article
October 20, 2026
Following the AI Trade
Video
October 12, 2026 | by Julie Biel and Chris Wright
Evaluating Quality in a Changing Market
From the Bottom Up Series
Article
October 9, 2026 | by Julie Biel
AI Enthusiasm, Market Fragility, and the Case for Quality
Q3 2026 Market Review
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September 30, 2026 | by Julie Biel
A Market of Mixed Signals
Market Review 3Q26 Update | Kaynecast Ep. 324
Article
September 16, 2026
Diversifying Away from AI Capex: The Case for KAR Thematic Quality
Article
September 14, 2026 | by Julie Biel
Investment Perspectives
August 2026 Monthly Market Review
Article
September 9, 2026
 The Great Software Comeback
Video
August 24, 2026 | by Jon K. Christensen and Sean Dixon
Finding Quality in Industrials
From the Bottom Up Series
Video
August 21, 2026 | by Julie Biel
Looking Beyond the AI Buildout
Bloomberg TV Surveillance
Video
August 18, 2026 | by Julie Biel
Earnings Still Matter More Than Headlines
Bloomberg TV The Close 
Article
August 13, 2026 | by Julie Biel
Investment Perspectives
July 2026 Monthly Market Review
Article
August 12, 2026
When Momentum Leadership Reverses
Video
August 3, 2026 | by Julie Biel
Why AI Investors Are Still Searching for a Moat
CNBC Fast Money
Video
August 1, 2026 | by Julie Biel
U.S. Stocks Rise Despite Worst Month for Tech Stocks 
BBC News
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July 30, 2026 | by Noran Eid
Can Earnings Keep Up?
Mid Cap Growth 2Q 2026 Update | KayneCast 323
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July 30, 2026
Quarterly Stock Market Commentary for Q2 2026