Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

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As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

Private equity (PE) buyout valuations have moved to unusually low levels relative to public equities.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

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An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving.

The Survivor is one of the easiest identities to misread. These are people shaped by challenge. Their main driver isn't achievement. It's validation.