Water
“The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
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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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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