Goodbye, Sunshine

Goodbye, Sunshine

Goodbye, sunshine Oh, the more I wait, the less the time is mine As new fades to old Watch the truth reveal the less I want to know “Goodbye, Sunshine”, Coheed and Cambria Coheed and Cambria’s recently released 11th studio album, The Father of Make Believe, explores...
Call It

Call It

“What the Most You Ever Lost on a Coin Toss?” Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy...
Fear Inoculum

Fear Inoculum

Fear the light Fear the breath Fear the others for eternity But I hear them now, inhale the clarity “Fear Inoculum”, Tool When after a thirteen-year hiatus, Tool released their fifth studio album, Fear Inoculum, the Internet was aflutter with potential meanings and...
A Hitchhiker’s Guide to Tariffs

A Hitchhiker’s Guide to Tariffs

Introduction “Don’t panic.” Investors have now lived through several weeks of heightened market volatility, driven primarily by a combination of disappointing economic data and erratic policymaking. As we’ll point out in this piece, the amount of market churn –...
Bruised

Bruised

I swear I didn’t mean for it to feel like this Like every inch of me is bruised, bruised “Bruised”, Jack’s Mannequin Jack’s Mannequin’s debut album Everything in Transit was released 20 years ago (this author vividly remembers finding much-anticipated leaked...
Light My Fire: Non-US Stocks Heating Up

Light My Fire: Non-US Stocks Heating Up

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,...