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

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.

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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.

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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

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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?

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