In the Loop – May 22 2026
As we gather with family and friends this Memorial Day weekend, we are reminded that this holiday represents far more than the unofficial start of summer. Memorial Day is a time to
In the Loop – May 15, 2026
The past week in the markets highlighted a renewed focus on geopolitics, monetary policy, and the accelerating AI infrastructure buildout that continues to reshape the economy.
In the Loop – May 8, 2026
Beneath the daily noise around interest rates, oil prices, and geopolitics, the most important force driving markets is far more fundamental: earnings power. The reason the S&P 500
In the Loop – May 1, 2026
This week was a busy week for earnings announcements as well as a planned visit from our team in Cincinnati. We spent two full days of research and planning that we found very usef
