Updates

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

July 3, 2026

Why Rising 10-Year Treasury Yields Pressure Duration Assets

June 5, 2026

Stronger Than Expected Economic Activity Combined With Stronger Than Expected Job Growth Pushes Rate Expectations Higher

June 5, 2026

History is the best teacher: Is Micron’s Low Valuation a leading indicator market signal.

May 29, 2026

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

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