In the Loop – February 20, 2026
Recent performance provides important insight into where we are in the market cycle and how leadership is evolving. In 2025, market returns were led overwhelmingly by Information T
In the Loop – February 13, 2026
Joe Kernen asked Co-Founder of Sun Microsystems, Scott McNealy on CNBC…Can there be multiple Trillion Dollar companies? Scott answers, “As long as we keep devaluing the Dollar,
In the Loop – February 6, 2026
This past week lived up to its “House of Pain” label, with the sharpest losses concentrated in software stocks, crypto-linked assets, highly financialized trades, metals, and u
In the Loop – January 23, 2026
There’s a constant barrage of headlines and political theater right now, and it’s translating into choppier markets. Unfortunately, I do not see this changing anytime soon. Th
