How Times Change
It all seems very bizarre. I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my adolescent and…
Read More →Insights
Timely market commentary, analysis, and thought leadership to help you stay informed.
Jaws
“That’s some bad hat, Harry” – Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster. The movie…
Read More →
Water
“The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It…
Read More →
Summertime Playbook
Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer: June, July,…
Read More →
Ulysses
“The lights begin to twinkle from the rocks: The long day wanes: the slow moon climbs: the deep Moans round with many…
Read More →
Into the Mystic
Stocks are sailing. It’s extraordinary to consider that in just six astral weeks, the U.S. stock market has transformed from cascading endlessly…
Read More →
Getting In Tune
“I’m singing this note ’cause it fits in well with the chords I’m playingI can’t pretend there’s any meaning hidden in the…
Read More →
April Showers
April was a turbulent month for global financial markets, characterized by heightened uncertainty and sharp price swings. Just three months into the…
Read More →
Catch Bull At Four
Investors have been in search of a new bull market with stocks careening to the downside for more than two months.
Read More →
War Is Over (If You Want It)
Capital markets are finally making some constructive progress following two tumultuous months. After a gradual descent following its February 19 peak, the…
Read More →