In the Loop – July 31, 2026
The current bull market continues to follow a constructive historical pattern, as markets that reach their fourth year have often extended into a fifth.
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
In the Loop – June 26, 2026
This week we have three big themes that we want to cover. The recent swings in artificial intelligence-related stocks, the outlook for Federal Reserve policy, and whether upcoming
In the Loop – June 12, 2026
Investors are understandably excited about the potential public offerings of several high-profile private technology companies, including SpaceX, Anthropic, and OpenAI.
In the Loop – June 5, 2026
Markets pulled back sharply on Friday as stronger-than-expected economic data pushed Treasury yields higher and reduced expectations for near-term Federal Reserve rate cuts.
In the Loop – May 29, 2026
I know in a couple of weeks everyone will want to talk about SpaceX, so for now I’m going to kick the can for another day. I want to give you some brief updates and then discuss
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.
