Strong growth, resilient hiring, and steady consumer demand suggested the economy may have ordered the largest size after all.

The biggest risk to the AI story may not be AI itself.

Higher yields reflect a resilient economy, not necessarily the start of a punishing tightening cycle. That could be a favorable backdrop for bond investors.

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

Pomona Investment Fund will repurchase 5% of its outstanding shares under its September 30 quarterly repurchase offer.

Last week, America approached self-restraint the way Joey Chestnut approaches a hot dog. Unfortunately, the Federal Reserve was one of the judges. Stronger-than-expected retail sales, low jobless claims, and a renewed uptick in import prices reinforced the case for the Fed’s 25-basis-point rate increase, even as manufacturing activity softened.

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

Everybody's an unwilling energy analyst again.

Market declines can be unsettling, but not every uncomfortable moment calls for action.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.