Ox Road Capital

08/26/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Stock Market Tug of War: Earnings vs. Rates

What do investors need to know:

• Strong second-quarter earnings continue to support stock market gains

• AI-driven growth remains a major earnings catalyst

• Rising earnings estimates have helped make stock valuations more attractive

• Higher interest rates may create volatility

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us https://www.oxroadcapital.com/contact-us.

08/21/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Shifting Leadership in Global Growth

What do investors need to know:

- Developed markets are regaining leadership in global growth
- Emerging market growth is showing signs of moderation
- Expectations for a Fed pause continue to support markets
- Foreign demand remains important for U.S. Treasury stability

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://lnkd.in/d4_qXpRf.

08/05/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Strong Earnings Continue to Support Stocks

What do investors need to know:

- AI spending remains a key market driver
- Investors are watching for returns on AI investments
- Inflation and oil prices remain risks to monitor

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://www.oxroadcapital.com/about-us

07/28/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

AI Continues to Power the Stock Market

What do investors need to know:
- Can Big Tech's AI Spending Deliver Long-Term Returns?
- The AI Investment Race: Will the Returns Add Up?
- AI Ambitions and Market Expectations

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07/21/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Will Oil Prices Return to Pre-War Levels?

Oil prices, inflation, and AI are driving markets. What do investors need to know:
• Is China's slowing demand keeping oil prices in check?
• Why cooling inflation could ease Fed pressure.
• The hidden inflation risk from rising import costs.
• How AI spending continues to fuel economic growth.

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://lnkd.in/d4_qXpRf

07/15/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Fixed Income Outlook

- Bond markets remain resilient amid economic uncertainty
- Inflation pressures persist, led by energy costs
- AI spending is fueling record bond issuance
- Elevated yields continue to support income-focused investors

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://lnkd.in/d4_qXpRf

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07/14/2026

Today was a special day at Ox Road Capital as we welcomed Lexie Bishop and Bart Good to our office and celebrated an incredible milestone for our team.

Reaching $1 billion in assets under management is a significant achievement, and we're grateful for the trust our clients place in us and the dedication of our team members who make moments like this possible.

We look forward to continuing to serve our clients and building on this momentum together.

🎉 Here's to the next milestone!

06/30/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

This video discusses:
- Strong Q2 rally across major indexes
- Optimism is rising, but not at bubble levels
- Sentiment remains below historic extremes
- Positioning is elevated, though broad euphoria is absent

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today.

06/24/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

This video discusses:
- Uncertain rate outlook with split Fed views.
- Shift to more data-driven, flexible guidance.
- New task forces to modernize Fed policy.
- Infrastructure and productivity supporting growth.
- Weak China demand keeping oil prices contained.

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today.

06/18/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

This video discusses:
- IPO market entering a significant new cycle.
- Stronger macro backdrop and improved investor risk appetite.
- Large pipeline of private companies preparing to go public.
- Potential for sizable IPOs to impact major indexes.
- IPO performance can be volatile, with outcomes varying widely.

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today.