Juggling many balls in the air takes talent, but normally the stakes are low (unless you’re juggling knives or things that are on fire, of

US consumers are devoted spenders and the beat of their shopping hearts has been propping up the economy. But it’s time for a stress test:

Everyone’s doing it! As the economy and a recession flirt with each other in a classic case of ‘will they or won’t they’, it seems

Escalating tensions in the Middle East. Shipping attacks in the Red Sea. Iran and Pakistan exchanging attacks. An ongoing conflict between Russia and Ukraine… And

If you like roller coasters, you’re going to LOVE our outlook for 2024. We’ll see it all: ups, downs, and loop-de-loops that will have you

No matter what you celebrate this time of year, we have reason to believe there might be a little ‘holiday magic’ in the air in

It wasn’t looking good. Conflict in the Middle East threatens to spike energy prices. A drawn-out labor strike pitting the United Auto Workers against unionized

That’s right, we’re talking about the US Economy. Doing its thing. Continuing to show resilience in the face of a persistently high interest rate environment.

The search for economic growth never ceases. Instead, it surges toward whatever appears to be the next and most promising frontier for smart investors. For

It’s the height of summer and it feels like the year is flying by, with just 5 more months left in 2023. Where does the

Many of you are busy completing your mid-year assessments, comparing your accomplishments to date against the goals you set back in January. We decided to

As we celebrate Memorial Day this weekend, please take a moment to pause and honor the brave men and women who made the ultimate sacrifice

It’s like the start of a good joke, but we don’t know what the punch line is yet, and no one is laughing. The truth

It’s a bad news – bad news situation. The first bad news? Inflation is sticking around for longer than anyone would like. The other bad

We’re laying out our expectations for outcomes in the year ahead, making some bold predictions, and sharing insights on what dislocations we foresee in the

We’re not sure that our Christmas wish came true as the year comes to a close. The economy isn’t quite where we would want it

One thing you can count on in our monthly analysis is straight talk. We are neither optimists nor pessimists; alarmist or sugar-coater. We simply read

This month, we’re looking ahead at the global macroeconomic situation through a long lens. Zooming in on the situation across the pond, we can easily

Fall has arrived and once again we’re taking a deep dive into the economic outlook. Spoiler alert: it looks like the economy is in great

We have all the makings of a riveting tale. Heroes and villains, war, hardship, and enduring hope in spite of it all. It seems like

We’re not ashamed to admit it: we are opportunistic investors. That means looking for dislocations and overreactions by the marketplace so that we can capitalize

On June 15, 2022, the Federal Reserve increased the Federal Funds rate by 75 basis points. Since then, you’ve probably heard a lot of chatter

It is almost unbelievable. Just as the world was beginning to pick up the pieces from a global pandemic, a new crisis came along. Rising

One glance at a social media feed is all it takes to know that the world is still enmeshed in a severe geopolitical conflict as

Here in the United States, we have been watching the war unfold in real time between an aggressor, Russia, and Ukraine, which is fighting to

Dark thunder clouds are gathering on the horizon of international affairs. Flashes of lightning illuminate belligerent armies, rising inflation, striking workers, and concerning supply chain

How Did We Get Here? The financial world watches, breath held, as the bull that’s raged for the past year paws the dirt. He’s put