David Sekera, CFA

What to know about positioning for the second half of 2026, and where we see opportunity by sector.

Berkshire recently acquired Taylor Morrison Home and added to its existing position in Alphabet.

Locking in outperformance following growth rally and restoring barbell amid a more fairly valued market.

These tech stocks all look undervalued, but one stands out with its big discount.

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.

These companies are all leaders in Big Tech. But there’s one clear winner when it comes to which stock to buy today.

Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps.

We expect volatility to persist in 2026 and recommend balancing undervalued growth stocks with high-quality value stocks.

Use the volatility to your advantage; where to harvest gains and where to redeploy.

Stability at the surface, turbulence below.

Greatest fair value increases include late-cycle tech stocks.

And whether investors should worry about Berkshire Hathaway’s recent exit from the stock.

High valuations, higher stakes: Expecting a volatile 2026.

Heading into year-end, Santa Claus Rally or AI exhaustion?

One third of the year-to-date valuation increases occurred in October.

The market is walking a tightrope between an AI boom and an economic slowdown.

Also, how Morningstar CEO Kunal Kapoor is thinking about the AI boom.

Will small-cap stocks continue to rally? The answer lies in how the economy performs over the next few quarters.

Valuation increases are concentrated in only five mega-cap stocks.

Plus, our take on Microsoft, Apple, Amazon, and Meta Platforms before they report.

Plus, what we want to hear from Tesla and Alphabet during their earnings calls this week.

With valuations elevated and heightened volatility on the horizon, here’s how to position today.