In The Loop
In the Loop – June 26, 2026
This week we have three big themes that we want to cover. The recent swings in artificial intelligence-related stocks, the outlook for Feder
In the Loop – June 12, 2026
Investors are understandably excited about the potential public offerings of several high-profile private technology companies, including Sp
In the Loop – June 5, 2026
Markets pulled back sharply on Friday as stronger-than-expected economic data pushed Treasury yields higher and reduced expectations for nea
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
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 st
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 th
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
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 resea
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, predi
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 mean
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
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 i
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