The Reason

The Reason

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...
Labor Market Showing Its Flair

Labor Market Showing Its Flair

“Did you get that memo?” Fed rate cuts appear to be on hold. Global government bond markets are in retreat. And stocks have been jittery in the opening days of 2025. The trend for each of these hinges, to varying extents, on whether the U.S. job creating machine can...
What Year Is It?

What Year Is It?

Read Instructions Carefully The investing world has awoken from a two-week holiday slumber, and a new year has begun. 2025 starts, as most years do, with more questions than answers. But the outcome for the global economy and financial markets seems unusually...
Follow You Down

Follow You Down

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

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...
Maybe This Time

Maybe This Time

In the grand ranking of defeated and desperate pleas for love and acceptance, Fräulein Sally Bowles’ haunting “Maybe This Time” at the end of the first act of Cabaret takes the cake (we are partial to Natasha Richardson’s rendition from the 1998 revival).  In a close...