Light My Fire: Non-US Stocks Heating Up

Light My Fire: Non-US Stocks Heating Up

Feb 21, 2025 | The Weekly Edge

The time to hesitate is throughNo time to wallow in the mire “Light My Fire”, The Doors One of our constant refrains is that valuation is not a catalyst, but it is the fuel that can amplify moves to the upside or downside. Think of catalysts (a change in policy,...
Surprise Surprise

Surprise Surprise

Feb 7, 2025 | The Weekly Edge

Surprise, surprise, the unexpected hits you between the eyesThe unpredictable, that’s the surprise you see, surprise! surprise! “Surprise Surprise”, Cilia Black Surprise Surprise, with Cilia Black as its host and singer of its theme song (which has recently...
The Reason

The Reason

Jan 24, 2025 | The Weekly Edge

I’ve found a reason for meTo change who I used to beA reason to start over newAnd the reason is you “The Reason”, Hoobastank In the hubbub of the inauguration, the bulled-up CEOs at the World Economic Forum, a flurry of executive orders, AI competition, and...
Follow You Down

Follow You Down

Dec 27, 2024 | The Weekly Edge

Anywhere you go, I’ll follow you down I’ll follow you down, but not that far “Follow you Down”, Gin Blossoms Splintering of relationships is common, if not expected, in rock band lore. Some schisms prove temporary and seem to heal with time (and money… like Oasis),...
Nowadays

Nowadays

Dec 20, 2024 | The Weekly Edge

But oh, it’s heavenNowadays “Nowadays”, Roxie Hart, Chicago the Musical It’s good, isn’t it? “Let me start by saying that we think the economy is in a really good place, and we think policy is in a really good place.” Grand, isn’t it? “The economy is...