Back to Thought Leadership
Quarterly Market Update
Q1 2026 Review & Outlook: The Fog of War
Many people have heard the expression “the fog of war,” an idea…
Q4 Review & Outlook: What Comes After a Three-Peat?
What Comes After a Three-Peat? On a late October afternoon in the…
Q3 2025 Review & Outlook: “Less Talk, More Brush.”
“Less Talk, More Brush.” Freshman year at boarding school, we had a…
Q2 2025 Review & Outlook: U.S. Blues
U.S. Blues “Wave that flag, wave it wide and high, Summertime done…
Quarterly Review & Outlook: Q4 2023
“Ride The Cyclone!” Some readers of a certain age from these parts…
Quarterly Review & Outlook: Q3 2023
Changes: Do Higher Rates Make It Different This Time, Or the Same…
Quarterly Review & Outlook: Q2 2023
The Grateful Fed The second quarter was a news editor’s dream. There…
Quarterly Commentary: Q1 2023
April 11, 2023 “That Will Play All Day.” There is practically an…
Quarterly Commentary: Q4 2022
January 12, 2023 Bah, Humbug! Santa delivered coal to investors during December,…