In the Loop – July 24, 2026
98 S&P 500 companies have reported 2Q results. Reported Sales growth has been +15.3% and Earnings +36.8% – surprising by +3.0% and +10.9% – putting overall Sales growth on pace
In the Loop – July 10, 2026
History continues to provide a constructive backdrop for the second half of the year. Since World War II, the S&P 500 has advanced in the second half 77% of the time after posting
In the Loop – July 3, 2026
Tomorrow, America celebrates its 250th birthday. As I was thinking about what to write this week, I kept coming back to another milestone that happened in 1776 but doesn't receive
