The Hand That Feeds

The Hand That Feeds

Just how deep do you believe? “The Hand That Feeds”, Nine Inch Nails Equity markets are biting the hand that feeds. It is no secret that the largest contributor to S&P 500 returns in 2026 has been the AI infrastructure trade (AI capex recipients), with key names...
Chicken Fried

Chicken Fried

It’s funny how it’s the little things in life That mean the most Not where you live, what you drive Or the price tag on your clothes There’s no dollar sign on a piece of mind This I’ve come to know So if you agree, have a drink with me Raise...
Such Great Heights

Such Great Heights

They will see us waving from such great heights Come down now, they’ll say “Such Great Heights”, The Postal A few weeks ago, we wrote about the importance of earnings as a major driver of this US equity rally, asserting that twelve month forward S&P 500 earnings...
Wherever You Will Go

Wherever You Will Go

So lately, been wondering Who will be there to take my place? When I’m gone, you’ll need love To light the shadows on your face “Wherever You Will Go”, The Calling One of the most common questions we receive is how markets can trade to new all-time highs...