After a long stretch of open highway, the ride has felt smooth. Traffic has moved steadily, the road has been well paved, and progress has been easy to measure. Yet despite the calm, many investors are uneasy. The concern is not that the road is no longer passable, but that it has become increasingly crowded, with fewer ways to maneuver if conditions change.
Please enjoy the fifth theme release in our five-part series leading up to the release of Waterloo Capital’s 2026 Annual Outlook.