In the Loop – August 15, 2025
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine”. This quote is most often attributed to Benjamin Graham, considered the father
In the Loop – July 18, 2025
With The S&P500, Dow Jones Industrial Average and the Nasdaq 100 bumping up on All-Time highs, many of us are asking ourselves the same question. Many want to know if the current m
In the Loop – June 20, 2025
Even though it was a shorten trading week with the markets closed for Juneteenth, there still was plenty of market moving headlines to cover. Let’s start with the Federal Reserve
In the Loop – May 23, 2025
We cruised through last week with hopes that the meetings with China in Switzerland about tariffs were promising and this would reduce the odds of a trade war creating a recession
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
