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.
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
