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Markets at Record Highs: The Math Behind Earnings Growth and Market Valuations
The world is in crisis. War rages. Tariffs disrupt. Allegiances fray. Protests seethe. Impeachment looms. Consumer confidence sits at record lows. US markets sit at
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The Masters and the Market: 2026’s Firm-and-Fast Conditions
Wake up! It is Sunday morning at Augusta National, the place where fans are called patrons, the back nine is the second nine, and each
In or Out: Navigating Markets in the Fog of War
We entered 2026 as we almost always do, bullish but fearful. Bullish because, on average, equity markets appreciate 75% of the time in any given
Filtering The Fight
The conflict in the middle east has largely confused investors and commentators. We have been through many of these military market shocks before and gained
Fog of War
Last week at this time fighting broke out between Iran, Israel, the United States, and more across the Middle East. Swift US military action on
The $5.1 Trillion Multiplier
President Trump delivered his State of the Union address last week. It was long, and like most political speeches, it requires nuance. Rather than dissect
Free Bird!
Congratulations to the US Women’s Hockey team for their stunning defeat of Team Canada in Thursday afternoon’s gold medal game. Electric! Throughout the Olympic Games