In the Loop – April 18, 2025
Markets are facing growing uncertainty as trade tensions, tariff concerns, and central bank signals weigh on investor sentiment. Estimating corporate earnings and assigning a fair
In the Loop – March 14, 2025
Wednesday’s CPI report was unequivocally good news, reinforcing our view that slowing growth helps cool inflation. Meanwhile, with the S&P 500 down nearly 10%, the risk-reward tr
In the Loop – February 21, 2025
Starting today, every Friday we will send out a short update reflecting major developments, earnings, and investment trends across some of our key holdings. All clients should be a
Recap: Major General (Ret.) James A. “Spider” Marks
https://www.youtube.com/watch?v=DUBWkw-kxUISUMMARY Major General (Ret.) James A. “Spider” Marks discusses 5 key strategic issues globally and more in this insightful we
Productivity Miracle
The US Stock Market, as represented by the S&P500, is trading near an all-time high. How can this be the case when economist are warning us of a potential hard landing accompan
Interest Rate Game Plan
As we reach the midpoint of 2024, the economic landscape presents a mix of opportunities and challenges for investors. The topics on most investors’ minds are related to Inte
Artificial Intelligence
As of the end of March 2024, Nvidia (NVDA) has added over $1 Trillion in equity market capitalization this year alone! To put that into perspective, there are only 5 publicly trade
Navigating 2024
As we close out 2023 and move into 2024, this is the time of the year where many pundits on Wall Street issue their year-ahead forecast. To be honest, in my 26-year career, I have
Headwinds and Tailwinds
The seasonality of the markets has not disappointed us so far as investors in 2023. I’m referring to the Winter months (November-to April). On October 23rd, the 10-year US Treasu
Have Fears of a Possible Recession Been Pushed Out?
Following one of the most challenging years for equities in more than a decade, stocks have rebounded sharply in 2023 as investors have celebrated better-than-expected corporate ea
