Michael Harbin

As we begin thinking seriously about how capital should be positioned for 2026, the market has once again entered a

Here is a list of overall returns and YTD returns of stocks that we covered in our newsletter in 2025.

Markets don’t run higher in a vacuum. Every cycle has a catalyst, and in 2025, the backdrop is unmistakable:

Markets are currently pricing in a 92% probability of a 25bps rate cut at the upcoming September 17th FOMC meeting.

The labor market squeeze has finally shifted the Fed’s stance on the probability of rate cuts at the upcoming

We’re about 45 days from the close of Q3 and roughly a month away from the next FOMC decision

The defining market story of the past two years has been the AI trade. We’ve witnessed historic runs across

Markets have been red hot through the mid-part of 2025, setting multiple new highs across a variety of asset classes.

Looking Back to See Ahead: Lessons From Our 2024 Newsletters When we revisit the newsletters sent to clients throughout 2024,