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macro & strategy Members 4 min read

Profits Don't Know They're Old

Q2 earnings season kicks off in two weeks. Here's what's unusual: analysts have been raising estimates into quarter-end. This earnings cycle is accelerating as it ages

June 30, 2026 by Joe Zidle

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allocation Members Jul 9, 2026

Positioning for the Overheat

The economy is not late. It is hot. On the Investment Clock the hand sits in the overheat quadrant, where growth runs solid and inflation runs right alongside it. That combination decides how capital gets deployed in the second half.

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macro & strategy Members Jul 2, 2026

Explode Something Responsibly

Find some shaded hug some people you like; explode something responsibly. Happy Fourth.

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macro & strategy Members Jun 18, 2026

Forget the Wrecking Ball

Everyone is spilling ink on how Kevin Warsh just blew up thirty years of Fed communication. If I am being honest, though, the part everyone is missing is simpler: that guidance was only ever as good as the forecasts behind it, and the forecasts were not good. Its the underlying data that matters.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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