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
