Updates

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

August 10, 2026
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Falling Inflation Changes the Fed Debate

August 7, 2026
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Three Macro Points in 3 Minutes – Record Profit Margins Continue to Support the Bull Market

August 6, 2026
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US Services Economy Remains Resilient Despite Persistent Inflation Pressures

August 5, 2026
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The Federal Reserve’s Next Evolution: Why the Process May Matter More Than the Next Rate Decision

July 10, 2026
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The ‘Data Channel’ Champions Are Building Their Own AI Stack- moving to proprietary solutions as the future.

July 7, 2026
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Microsoft’s AI Infrastructure Strategy: The Largest Industrial Buildout in the Company’s History

July 6, 2026
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The AI Infrastructure Race: Comparing Microsoft, Amazon, Google, Oracle, and Meta

July 6, 2026
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Warning Signs for Investors: The Next Phase of AI Investing Requires Diversification

July 5, 2026
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S&P 500 Earnings Season: Three Reasons We Remain Constructive

July 3, 2026
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