Updates

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

February 27, 2026
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Thinking Out Loud: What If Artificial Intelligence Is a Net Positive for Humanity?

February 26, 2026
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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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Wall Street’s Forty-Year AI Experiment: Five Lessons for the Age of Generative Intelligence

February 23, 2026
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Monetary Policy Vacuum as a Performance Factor – A Kevin Warsh Fed as a Pivotal Inflection Point

February 18, 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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Markets at an Inflection Point: Holding False Narratives in One Hand, Realistic Narratives in the Other

February 5, 2026
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America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom

January 30, 2026
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Thinking Out Loud: Initial Thoughts on Kevin Warsh as Fed Chair

January 30, 2026
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