Updates

CONSUMER RESILIENCE: How Are Energy Price Swings Impacting the U.S. and Global Consumer — and How Long Can Resilient Spending Continue?

May 1, 2026

U.S. Manufacturing Renaissance: The Supply-Side Expansion Hiding in Plain Sight

April 24, 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

The First Trim Since Q2 2025 – Why the Future Still Looks Very Bright

March 3, 2026

Three Forces Point to a Second‑Half 2026 Market Recovery: Earnings Consolidation, Upward Revisions, and Falling Rate Expectations

February 27, 2026

Thinking Out Loud: What If Artificial Intelligence Is a Net Positive for Humanity?

February 26, 2026

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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