Don’t Fight the Tide Last week we were upbeat that the market environment remains resilient and positive, even with the recent geopolitical volatility. This week, we continue to see encouraging signals about cyclicality and broadening strength. The consensus call continues to be that markets will experience a broadening out in 2026, bringing parts that have…Read more
Turn Around, Bright Eyes “Every now and then I get a little bit restless and I dream of something wild.” That’s a lyric from Bonnie Tyler’s “Total Eclipse of the Heart” (a total solar eclipse is in fact coming in August), and we can’t think of more appropriate words to describe the start to this…Read more
The Show Must Go On We are quite literally witnessing history. In 2025, the level of excitement around AI’s potential to transform businesses and drive productivity propelled nearly $400 billion in capital expenditures from the hyperscalers, helping boost the S&P 500’s market cap up by $9 trillion year-to-date. With markets driven by the power of…Read more
