The Lowry Letter® - 2/14/2026

February 14, 2026

We love our clients and hope you feel loved and appreciated on this Valentines Day! ❤️❤️

Whether or not we have a Valentine, hopefully we can all see the truth in this quote from Albert Camus:

"My dear,
In the midst of hate, I found there was, within me, an invincible love.
In the midst of tears, I found there was, within me, an invincible smile.
In the midst of chaos, I found there was, within me, an invincible calm.
I realized, through it all, that…
In the midst of winter, I found there was, within me, an invincible summer.
And that makes me happy. For it says that no matter how hard the world pushes against me, within me, there’s something stronger – something better, pushing right back.
Truly yours,
Albert Camus"

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Q: What does the market look like at this point in the year?
A: Improvements in business confidence have been a good sign for earnings, and so far, earnings have cleared the optimistic expectations set for the last quarter. This continues a positive trend of earnings growth, which has included a larger number of companies participating in the upward trend.
This indicates some fundamental strength behind current market conditions. We are always wary of potential risks but are encouraged by the data we are seeing. For more, here is some helpful commentary.