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The Grind Continues: A Review of the First Half of 2026 for the Economy and Markets
Another day, another “A”. That was the motto in our household growing up. Despite the cheeky and easy-going feel of the phrase, getting to that result was anything but simple.
Economic Commentary and Unique Perspectives
The April 2026 Consumer Price Index for all urban consumers (CPI-U) reached 3.8%, the highest since May 2023. The Federal…
A few months ago, several private software companies defaulted on their debt covenants. This caused many lenders to software companies…
I write these monthly letters to you without the help of Artificial Intelligence. Of course, we use AI afterwards for…
