The Weekly Edge

“Billy this is a large-cap software company used by 90% of the Fortune 500, trading at 15x earnings, with mid-teens long-term growth expectations. Their defect is that now anybody with AI tools can replicate their platform in 5 minutes.” While our quote, referencing...

You were the best thing in my life I can recall you and me we had it all I know that we can never live those times again So I let my dreams take me back “We Had it All”, Waylon Jennings No genre of music captures longing for the past better than classic country. And...

Click Here to Listen to the Audio Version Introduction “Now lookie here people, listen to my story” The U.S. equity market’s long-term resilience is no accident. Domestic firms benefit from operating in the world’s most dynamic economy and represent a wide range of...

Click Here to Listen to the Audio Version Introduction “Gentlemen, you can’t fight in here. This is the war room!” 2026 was already shaping up to be an “interesting” year for markets, but the events of the past week have scrambled the outlook even further. What began...

Click Here to Listen to the Audio Version I don’t get drum and bassThe future freaks me out. “The Future Freaks Me Out”, Motion City Soundtrack -or- Oh please, tell me that you’re alrightYeah, everything is alright “Everything is Alright”, Motion City Soundtrack...

Click Here to Listen to the Audio Version Spring was never waiting for us tillIt ran one step aheadAs we followed in the dance. “McArthur Park Suite”, Donna Summer Everything is relative. Those who have trudged their way through this year’s brutal northeast winter...

Click Here to Listen to the Audio Version If I could be who you wanted, all the time… “Fake Plastic Trees”, Radiohead One of the most devastatingly pining lyrics in 90’s alt music is the last utterances in Radiohead’s 1995 “Fake Plastic Trees”, where a worn out Thom...

“Go ahead. Make my millennium.” The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then. This is running counter to President Trump’s transparent...

“Go ahead. Make my millennium.” The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then. This is running counter to President Trump’s transparent...

What will it take to show you that it’s not the life it seems? (I’m not okay) My Chemical Romance, “I’m Not Ok (I Promise)” U.S. consumers are acting pretty emo these days. (For those of you who do not have the pleasure of knowing what emo is, it is short for...

Introduction 2026’s bumpy start is a good reminder that when markets are priced to perfection, they can be sensitive to “imperfect” events. Geopolitical events and fast-approaching policy changes are clouding the global outlook. Concerns about fiscal sustainability...

All we know is that we don’t know Oasis, “The Masterplan” Of the things from 2025 that we would like to see more of in 2026, at the top of the list is Oasis reunion concerts (maybe with even more B-side cuts, like those included on the band’s The Masterplan 1998...