BAC Research Note — Rates Complicate the Strength
BAC keeps producing, but the highest thirty-year Treasury yield since 2001 makes the balance-sheet tradeoff harder.
Market Outlooks
BAC Deep Coverage Review — Analysis as of August 14, 2026
Eight straight earnings beats support BAC while a 5.216% thirty-year yield keeps the securities-book debate unresolved.
Closing Market Recap — Friday, August 14, 2026
Closing Market Recap for Friday, August 14, 2026. How the day closed: indexes, leaders, laggards, and volatility.
Desk Note — VMware Security Tests Broadcom · Aug 14
VMware vulnerabilities add execution risk to Broadcom’s least-proven software pillar ahead of the September earnings test.
Desk Note — SpaceX Completes Cursor Acquisition · Aug 14
SpaceX completed its Cursor acquisition, removing one execution risk while making the equity cost and supply implications concrete for the SPCX thesis.
Midday Market Check — Friday, August 14, 2026
Midday Market Check for Friday, August 14, 2026. Where the session stands: breadth, sectors, and what moved.
ECC Research Note — Discount With Conditions
ECC’s reported NAV recovered to $4.51, while near-parity coverage, high leverage and a July asset-value giveback keep the discount conditional.
ECC Deep Coverage Review — Analysis as of August 14, 2026
ECC’s NAV recovered to $4.51, but near-parity coverage and leverage around 47% keep the high distribution and market discount conditional.
Morning Market Brief — Friday, August 14, 2026
Morning Market Brief for Friday, August 14, 2026. Index futures, the overnight tape, and the calendar that matters today.
Market Structure: Leadership Broadens, Event Risk Builds — August 14, 2026
Healthcare and financials retain broad leadership as energy accelerates, while late-August earnings and transaction headlines raise event risk.