Updates – Earnings

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

February 26, 2026
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AI Earnings Concentration: Three Structural Realities for Investors

February 18, 2026
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Wall Street narratives move faster than data while markets trade the story

February 12, 2026
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2026 OUTLOOK – TWO Speed Business Cycle, Optimism Outweighs Pessimism, But Expect Disruptions Along The Way

December 23, 2025
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3rd Quarter Earnings Season in Review and Earnings Season 2026 Expectations: Three Conclusions

November 25, 2025
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Important Earnings Season Observations

October 31, 2025
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Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 2025
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