Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.
Oct 13, 2026 • 10 minutes
Mixed Market Session Ahead of CPI, Earnings Season Begins, Credit Stress in CCCs
Oct 14, 2026 • 9 minutes
Hotter CPI, Flatter Yield Curve, and How Foreign Withholding Taxes Work in Dividend ETFs
Oct 15, 2026 • 10 minutes
Hot PPI, Strong Retail Sales, and a Value-Led Market Day + Verizon vs. SpaceX/Starlink
Oct 20, 2026 • 11 minutes
Market Rotation, Frozen Housing, and What Widening CCC Spreads Really Mean
Oct 21, 2026 • 10 minutes
Markets Higher on Tech Rotation; AI Compute Commitments and Off-Balance-Sheet Risk Questions
Oct 22, 2026 • 8 minutes
Market Dispersion, Rates Drop, and Record Margin Debt
Oct 27, 2026 • 9 minutes
Mixed Market Breadth, Fed and Earnings Ahead, and Why Gas Prices Stay High
Oct 28, 2026 • 9 minutes
Fed Holds Rates as Markets Rise; Assessing U.S. Data Center Build-Out Risks
Oct 29, 2026 • 10 minutes
Market Rotation, GDP & PCE Data, and the Case Against Tokenized Stocks
Nov 3, 2026 • 8 minutes
Market Rotation Broadens Earnings as GM Moves to Nasdaq
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