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Week In Review
NVidia Posts Big Earnings. The Market Yawns.
NVidia reported revenues of nearly $70B – but shares of the comp...
Comments based on information available as of 6:00 am CT on 2/27/2026
Growth: Strength is the Signal, Not Just Noise
The advance Q4 GDP estimate of 1.4% released last week revealed underlying strength beneath a seemingly weak headline. While government outlays weighed on overall growth following last year’s shutdown, consumer spending and p...
Comments based on information available as of 6:00 am CT on 2/20/2026
Growth: A Broadening, but Stumbling, Bull
The US economy continues to defy gravity, even if the stock market has had a few recent setbacks. Second-half 2025 growth was strong, and corporate earnings were even stronger. While earlier February trading saw brief volatility a...
Week In Review
Welcome To The Mid-Term Election Economy
2026 shows signs of looking like past mid-term election economies. W...