Summertime Playbook
Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer: June, July,…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Ulysses
“The lights begin to twinkle from the rocks: The long day wanes: the slow moon climbs: the deep Moans round with many…
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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…
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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…
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April Showers
April was a turbulent month for global financial markets, characterized by heightened uncertainty and sharp price swings. Just three months into the…
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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.
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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…
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Economic & Market Report: Talk About the Passion
“Combien, combien, combien de temps?” –R.E.M., Talk About the Passion, 1983 It has been a difficult stretch for capital markets for a couple…
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Economic & Market Report: Battle Lines
It has been a tumultuous second quarter so far. After only nine trading days, we have seen U.S. stocks as measured by…
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Economic & Market Report: Liberation Day
Liberation Day has arrived for the United States. Unlike in most other countries where it is celebrated in reflection of the end…
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