How Buybacks Are Quietly Outperforming in 2026

This episode of The Quarterly Review digs into a counterintuitive trend from the latest earnings season: while many investors chase AI-driven growth, the real winners this summer have been companies executing steady, well-timed share buybacks. Lucas and Luna break down why buyback announcements are beating earnings beats, how the current yield curve and regulatory shifts are reshaping the strategy, and why Berkshire Hathaway's recent pullback might be a signal. They look at specific numbers—like the S&P 500's modest gain versus the Russell 2000's leap—and explain how smaller companies are using buybacks to boost earnings per share in a lower-growth environment. With insights on how the Fed's rate path and the SEC's new disclosure rules are changing the game, this episode offers a practical lens for investors wondering whether to read buybacks as a bullish or defensive signal. If you've ever wondered why a company's stock rises despite soft revenue, this conversation will give you a concrete framework to understand the mechanics. #ShareBuybacks #EarningsSeason #StockMarket #BerkshireHathaway #FederalReserve #SECRules #EarningsPerShare #SmallCaps #Russell2000 #SP500 #InvestmentStrategy #CorporateFinance #BusinessPodcast #FexingoBusiness #FinancialAnalysis #MarketTrends #BuybackPrograms #Investing Keep every episode free: buymeacoffee.com/fexingo