The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

As the stock market rally faces fresh uncertainty, another trend is emerging: margin debt is on the rise.

Last week, America kept spending, put the brakes on building houses, and handed the Fed to a new chair...

The Strait of Hormuz spent the spring operating as the most expensive parking lot in human history, a few hundred oil tankers idling in the Gulf and running up a tab the entire planet was somehow on the hook for. This week, the U.S.–Iran interim deal to reopen it stripped the risk premium that had been welded onto every barrel. Crude that had surged on the disruption reversed hard the moment the market decided the oil was no longer stuck.

​​Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings​.

Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

Highlights from the week of June 5 – June 11, 2026.

Last week, America was simultaneously fighting a war, negotiating a peace deal, clocking its hottest inflation print in three years, and taking SpaceX public...

Nobody walked into this week expecting a bargain, but the final number still surprises you when you see it on the window.

Dividend yield reflects what a company paid; price-to-book what it owns. Neither captures what it can do next.