Jeff Weniger, Kevin Flanagan

The Big Shareholder Diluters Are Out of Vogue

As markets place a greater premium on shareholder-friendly capital allocation, companies that consistently c

By Jeff Weniger, Kevin Flanagan

Equity Takeaways from Our H2 2026 Economic & Market Outlook

The equity bull market is expected to continue through the second half of 2026, supported by r

By Jeff Weniger, Kevin Flanagan

A New ‘Warsh’ Cycle

Kevin Warsh’s early overhaul of Federal Reserve communication and policymaking suggests investors should prepare for a higher-f

By Jeff Weniger, Kevin Flanagan

Equity Takeaways from Our H2 2026 Economic & Market Outlook

The equity bull market is expected to continue through the second half of 2026, supported by resili

By Jeff Weniger, Kevin Flanagan

Scouring For Non-Tech Sectors

By Jeff Weniger, Kevin Flanagan

Closing the Curtain on Rate Cuts

The June jobs report underscored our thesis that while the labor market remains in the 'economic plus column,' some of

By Jeff Weniger, Kevin Flanagan

‘Warshing’ the Balance Sheet

Th

By Jeff Weniger, Kevin Flanagan

A ‘Warsh’ Out at the Fed

New Fed Chair Kevin Warsh is already reshaping policy communication by reducing forward guidance, questioning the dot plot’s futur

By Jeff Weniger, Kevin Flanagan

Fed Watch: The Changing of the Guard Finally Arrives

Once again, the Federal Open Market Committee (FOMC) decided to remain ‘on hold’, keeping the fed funds trading

By Jeff Weniger, Kevin Flanagan

The Rise of the American State-Owned Enterprise

By Jeff Weniger, Kevin Flanagan