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
In the Loop – December 19, 2025
The first news article I read Monday morning was titled, “Berkshire Hathaway’s Todd Combs, Investment Lieutenant to Warren Buffet and GEICO CEO, is leaving for JPMorgan”. I t
In the Loop – November 14, 2025
Spending Veteran’s Day at the New York Stock Exchange supporting our friends at Academy Securities during the Closing Bell ceremony was a day I will not forget. We started off th
Federal Reserve Policy Shift
The Federal Reserve on 10/29/2025 signaled a Policy Change to the market that it will stop QT in December 2025 and resume QE in the first quarter of 2026 at an estimated amount of
In the Loop – October 24, 2025
It is hard to imagine that with the S&P500 close to all-time highs that we are just now entering the historically best months for the markets. Next week 5 of the 7, “Mag 7”, wi
