In the Loop – March 13, 2026
Geopolitical tensions at the Strait of Hormuz threaten global oil and petrochemical supply chains, shifting Fed rate-cut expectations and pressuring markets. Plus updates on Vertiv
In the Loop – March 6, 2026
Markets face geopolitical tensions, shifting valuations, and AI-driven growth. Explore insights on the S&P 500, energy risks, and key companies shaping the investment landscape.
In the Loop – February 27, 2026
The calm at the index level hides strong currents beneath the surface. The S&P 500 has traded in one of its tightest ranges to start a year since the 1960s. Yet more than one-fifth
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
