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 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?
The Fuel Behind The Rally..
Corporate earnings are delivering one of the strongest quarters in years—and the strength goes well beyond the biggest technology companies. Here’s why earnings remain one
The Energizer Bunny…
The consumer keeps spending. Retailers posted another round of positive results, offering fresh evidence that the largest part of the U.S. economy remains resilient.
