Updates – Earnings

S&P 500 Revenue Growth Surges to Highest Level Since 2021

August 10, 2026

S&P 500 Earnings Season: Three Reasons We Remain Constructive

July 3, 2026

Right Side. Wrong Side. In the AI economy, free cash flow growth, not narrative, will determine who compounds and who disappears.

April 3, 2026

Oil at $170 a Barrel or Lower Is Not Likely to Create a Recession in the United States

April 2, 2026

Oracle’s AI Infrastructure Buildout Is Gaining Traction and Why That Matters for Revenue in H2 2026

March 13, 2026

Synchronized Consolidation

March 13, 2026

Why the Next Leg Higher for U.S. Long‑Duration Equities Likely Emerges in the Second Half of 2026

February 26, 2026

AI Earnings Concentration: Three Structural Realities for Investors

February 18, 2026

Wall Street narratives move faster than data while markets trade the story

February 12, 2026

2026 OUTLOOK – TWO Speed Business Cycle, Optimism Outweighs Pessimism, But Expect Disruptions Along The Way

December 23, 2025

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