Wherever You Will Go

Wherever You Will Go

Sep 12, 2025 | The Weekly Edge

So lately, been wondering Who will be there to take my place? When I’m gone, you’ll need love To light the shadows on your face “Wherever You Will Go”, The Calling One of the most common questions we receive is how markets can trade to new all-time highs...
Up in the Air

Up in the Air

Sep 5, 2025 | The Weekly Edge

The Employment Situation is Up in the Air “We’re here to talk about your future.” From just after the global financial crisis through the high inflation of the early 2020s, the U.S. labor market has been on a generally positive trajectory. The pandemic aside,...
Housing Alone

Housing Alone

Aug 28, 2025 | The Weekly Edge

Introduction The unofficial end of summer is upon us. Stocks are up, rates (OK, some rates) may be on their way down, and a growing handful of officials at the Fed and the Bureau of Labor Statistics are on their way out. After spending the past three months writing...
Field of AI Dreams

Field of AI Dreams

Aug 22, 2025 | The Weekly Edge

AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he will come” is a message heard throughout the 1989 baseball classic Field of Dreams. While it has been nearly four decades since its release, the...
Never Going Back Again?

Never Going Back Again?

Aug 15, 2025 | The Weekly Edge

One of the coolest bits of trivia from the intense and infamous recording of Fleetwood Mac’s 1977 album, Rumors, is how the acoustic guitar track on “Never Going Back Again” was recorded.  In order to maintain the bright and crisp sound of Lindsay Buckingham’s picking...
Make the Best of What’s Around with Bonds

Make the Best of What’s Around with Bonds

Aug 8, 2025 | The Weekly Edge

Catching up with Bonds “Would you say you’re feeling low?” With all the excitement in the equity market these days – Solid Q2 earnings! Silly stocks! AI mania! – it’s easy for bonds to get lost in the shuffle. The wild interest rate swings in the opening years of this...