Posts by lindsay
A Shift in Market Leadership
July 24, 2026 — We break down the latest shifts in the market, what’s driving the rotation beneath the surface, and what we’re watching for next week.
A Tale of Two Markets
July 18, 2026 — The rotation taking place beneath the market’s surface, why technology has pulled back, where strength is emerging, and how we’re positioned.
Inflation, Interest Rates and the Fed
July 11, 2026 — Why inflation, interest rates and the Fed are likely to be the key forces shaping markets through the second half of 2026.
Why Lower Jobs Numbers Can Be Good News for Markets
July 4, 2026 — We discuss the jobs report, the role of the Fed, and the potential impact on interest rates and inflation.
Inflation
June 27, 2026 — Why inflation is back in focus, what it could mean for interest rates and growth stocks, and how investors should think about portfolio positioning as we move into the second half of the year.