Blog

Hold that thought

The progress of the economy in January threw cold water on the market’s hopes for interest rate declines. Much of the data...

Soft landings and the Mona Lisa

The Mona Lisa is valuable for its rarity and history as well as for its beauty. And it may never have been completed!^...

Bonds deliver an early Christmas present to the stock market

November highlighted the changing dynamics between the stock and bond markets, with...

October Doldrums

The three-month period from June through August saw the S&P 500 return 8.3%, a big departure from the expected ‘summer doldrums.’...

Seeking Clarity

The S&P 500 has experienced a strong recovery from 2022 losses, led by improving economic data and AI-driven technology stock...

Great Expectations

“Ask no questions, and you'll be told no lies.”

― Charles Dickens, Great Expectations

Strong economic data and stock returns this...

Michael Jordan teaches economics

In the 1990s, Spike Lee made a series of commercials for Air Jordan's featuring the contrast between the shoes and...

The Annie recession – always a day away

Tomorrow! Tomorrow! I love ya, Tomorrow!

You're always A day Away! - Annie

Exploring the role of artificial intelligence:

Nathan: Write me a two-sentence summary of what has driven tech stock returns this year.

Confidence

Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...