Croft Financial Group

03/16/2026

Money Talks We Listen – March 2026 Macro-Economic Research Report

MIDDLE EAST CONFLICT It’s funny how certain thoughts surface as impactful headlines break into the news cycle. When the U.S. partnered with Israel to attack Iran, I was reminded of a December 1971 article published in U.S. News & World Report. It was an interview with U.S. Senate Democratic Leader...

12/23/2025

Portfolio Managers’ Brief: December 2025

https://croftgroup.com/portfolio-managers-brief/portfolio-managers-brief-december-2025/

11/06/2025

Portfolio Managers’ Brief: November 2025
https://croftgroup.com/portfolio-managers-brief/portfolio-managers-brief-November-2025/

09/10/2025

PILOT – Money Talks We Listen
https://croftgroup.com/podcast/pilot-money-talks-we-listen/

08/20/2025

Portfolio Managers’ Brief: August 2025

https://croftgroup.com/portfolio-managers-brief/portfolio-managers-brief-august-2025/

01/27/2025

Portfolio Managers’ Brief: January 2025

https://croftgroup.com/portfolio-managers-brief/portfolio-managers-brief-january-2025/

01/15/2025

MACRO-ECONOMIC RESEARCH - The Elephant in The Room
https://croftgroup.com/macro-economic-research-report/macro-economic-research-the-elephant-in-the-room/

12/19/2024

MACRO-ECONOMIC RESEARCH -Animal Spirits
https://croftgroup.com/macro-economic-research-report/macro-economic-research-animal-spirits/

11/25/2024

MACRO-ECONOMIC RESEARCH - Landside

https://croftgroup.com/macro-economic-research-report/november-25-2024-macro-economic-research-report/

11/15/2024

Portfolio Managers’ Brief: November 2024

https://croftgroup.com/portfolio-managers-brief/portfolio-managers-brief-november-2024/

10/02/2024

It's Alive

Since the lows of last November, North American financial markets have come alive like a phoenix rising from the ashes. The welcomed 50 bp rate cut by the Fed was really a cherry on top of the sundae. The real story is the marked change in the tone of Fed Speak.