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Category: <span>Insights</span>

Stock ticker board showing the headline 'Anthropic Opens the Books' with company names like Goldman Sachs and Apollo nearby.I think the exact phrasing should be: 'Stock ticker board showing the headline Anthropic Opens the Books with company names and stock data nearby'
October 30, 2026

Anthropic Opens the Books

By Evan Coffey In May, Anthropic was privately valued at $965 billion. Next month, public markets may be asked to…

Cover image with the title Hazy Shade of Winter overlaid on dollar bills, stock numbers, and a magnifying glass (financial theme).
October 23, 2026

Hazy Shade of Winter

By Eric Parnell “Look around, Leaves are brown, And the sky is a hazy shade of winter” –Hazy Shade of…

Multiple monitors show dense financial market data: stock charts, color-coded tables, and a large S&P 500® logo in the top-right corner; time stamp at bottom reads 15:53:29.
October 16, 2026

A Moving Target

By Evan Coffey & Kate Templeton Consider an investor who did what the textbook asks and took diversification seriously. He…

Symbolic scales balance a glowing AI chip and rising charts against a stack of money over a city skyline at sunset, caption reads 'AI Doomerism'.
October 6, 2026

AI Doomerism

In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and…

Side-by-side headshots of two men in suits for an article titled 'The Subtle Change' (left: smiling younger man, right: older man with glasses).
September 23, 2026

The Subtle Change

By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active…

September 11, 2026

Trouble

By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was born Worry,…

September 3, 2026

A Fractured AI Trade

By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade.…

Global financial chart with a rising white line over a world map on a blue banner for Markets & Minds by Great Valley Advisor Group (GVA) Asset Management.
August 28, 2026

The Comfort of Doing Something

By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice…

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