In the Loop – September 12, 2025
Markets finished the week on an encouraging note as investors gained confidence in both the economic outlook and the strength of corporate earnings. August’s Consumer Price Index
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
