We are in the early weeks of earnings season, and overall, the results have been quite impressive.  The banking sector saw continued improvement in net interest margins, with credit normalizing a bit.  One must remember that we are coming off the most enormous stimulus package in history in 2020, which created the best credit environment...Read More

I wanted to start with wishing all the Dads a Happy Father’s Day.  There has been a lot of interesting data coming out, including an incredible jobs report for May, and then a shockingly good retail sales number last week.  As we continue to reopen and resume a semblance of normalcy, things should only keep...Read More