Eye of the Hurricane?

Eye of the Hurricane?

“Hey Curly, what all happens in a hurricane?” – Introduction Last week, we rolled out our Q2 economic and market outlook, entitled The Space Between. The title of Dave Matthews Band’s biggest hit single is an apt metaphor for the macro environment in which we find...
We Are Never Ever Getting Back Together

We Are Never Ever Getting Back Together

I used to think that we were forever, ever And I used to say, “Never say never” “We Are Never Ever Getting Back Together”, Taylor Swift Cameron Dawson “I mean, this is exhausting.” -Taylor Swift and everyone who has been following financial markets The...
Karma Police

Karma Police

Phew, for a minute there, I lost myself “Karma Police”, Radiohead Much like the exasperated runner at the end of Radiohead’s iconic “Karma Police” music video, this week President Trump effectively threw a lit match into a stream of gasoline that was connected to...
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...