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Weekly Updates
A weekly perspective on markets, investment risk, and the questions shaping our thinking. Read Shrier Associates’ client letters, with their original charts and disclosures.

Weekly Update: October 26, 2026
This week’s perspective on stock earnings yields, Treasury yields, and our RiskFirst® approach to investment risk.
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Weekly Update: October 19, 2026
A look beneath the S&P 500’s record highs, the drawdowns among its members, and our RiskFirst® approach to portfolio risk.
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