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
In the Loop – April 24, 2026
We have so many tools and so many ways to analyze different aspects of the economy, which helps increase our odds of success. However, predicting the outcome of the Iran Conflict h
In the Loop – April 17, 2026
Markets hit all-time highs as consumer sentiment nears 80-year lows. Explore the two-speed economy, Q1 earnings highlights, and what it means for investors.
In the Loop – April 10, 2026
The recent headlines are dominated with the Iran War and the wide range of outcomes, which to many of us is terrifying. I will touch on this within this update, but first I would l
In the Loop – March 27, 2026
Oil tops $100, gas climbs past $4, and rate hike talk replaces cut expectations as the Iran War reshapes markets. Here's what it means for investors — plus updates on Flowserve a
In the Loop – March 20, 2026
Before I get into the weeds, I want to remind all long-term investors that since 1980, the average annual drawdown in the S&P 500 is -14% while the average annual return has been +
