In the Loop – March 27, 2026
Oil tops $100, gas climbs past $4, and rate hike talk replaces cut expectations as the Iran War reshapes markets. Here's what it means for investors — plus updates on Flowserve a
In the Loop – March 20, 2026
Before I get into the weeds, I want to remind all long-term investors that since 1980, the average annual drawdown in the S&P 500 is -14% while the average annual return has been +
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.