The Weekly Flywheel
A quick look at what’s happening in the markets, what we’re watching, and what it means for you.
Recent Editions
I’ll Take The Good News
The debate over interest rates continues. Here’s how I’m thinking about where rates could go from here.
Are Higher Interest Rates Really Bad For Stocks?
Stocks pulled back as strong economic data pushed expectations for Fed rate cuts further out. But a strong economy with slightly higher inflation isn’t necessarily
Where do interest rates go from here?
The debate over interest rates continues. Here’s how I’m thinking about where rates could go from here.
What’s Next?
Markets have been taking a breather. Here are three things I’m watching as we look ahead.
Market Shakes Off End To Iran Ceasefire
The headlines looked scary, but the markets told a different story. Here’s what oil and stocks were signaling after the Iran ceasefire ended.
The Halfway Mark
Halfway through 2026, the headlines were noisy—but the results were clear. Here’s what the economy, earnings, and markets reminded us in the first six months.
The AI “Bubble”
The AI bubble comparisons miss the mark. These companies aren’t just telling a story—they’re backing it up with real revenue and earnings growth.
The Biggest Risk Isn’t As Big Anymore
One of the biggest risks to the economy has cooled off. Oil prices have fallen back into the $70s as tensions with Iran eased—and that’s
Do we really need rate cuts?
Stocks pulled back as strong economic data pushed expectations for Fed rate cuts further out. But a strong economy with slightly higher inflation isn’t necessarily
Next Stop 55,000?
The Dow is joining the rally as financials and healthcare gain momentum. With broader market participation and a major technical breakout, could 55,000 be next?
