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Harness Blog
The Fixer-Upper Trade: Why International Equities Still Have Room to Run
17 August, 2026 by Craig Basinger
The Fixer-Upper Trade: Why International Equities Still Have Room to Run
17 August, 2026 by Craig BasingerU.S. dominated in 2024, international in 2025 — now both are working. Valuations, improving governance, rising global trade, and Hormuz resolution potential keep the case for international equities intact, if less compelling than a year ago.
The Anti-Robin Hood10 August, 2026 by Craig BasingerSpaceX's record-breaking IPO is turning into a case study in systematic flows. It's a reminder that in today's markets, index rules can move nearly as much capital as fundamentals do.
Sometimes Good Isn’t Good Enough04 August, 2026 by Craig BasingerEarnings have been strong across the board this quarter, but the market is only rewarding the parts of it that aren't tied to AI. Even as gold is quietly turning a corner.
How Much AI Do I Own?27 July, 2026 by Spencer MorganIn 2022, investors asked about bonds. In 2025, it was gold. In 2026, the question is "how much AI exposure do I have?" And the answer can change wildly depending on where you're invested.
The Eh-OK Consumer20 July, 2026 by Craig BasingerThe global economy is in good shape thanks to tech spending, fiscal stimulus, a manufacturing upturn and a spendy consumer. Let's check in on the Canadian consumer.
Dividend Divergence13 July, 2026 by Craig BasingerFor years, Canadian dividend strategies moved together. Since 2021, that single channel has split into many. 
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Featured
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Harness Blog
The Fixer-Upper Trade: Why International Equities Still Have Room to Run
17 August, 2026 by Craig Basinger