Do the Evolution

Do the Evolution

Sep 6, 2024 | The Weekly Edge

One iconic evening in 2003, Pearl Jam fired up the crowd at Madison Square Garden so much that the stage started shaking, bouncing up and down as they ripped “Do the Evolution.” This past week, Pearl Jam returned to the Garden, celebrating their 50th New York...
There’s No Place Like the U.S. Housing Market

There’s No Place Like the U.S. Housing Market

Aug 23, 2024 | The Weekly Edge

“Oil can. Oil can!” – The Tin Man, The Wizard of Oz Considering its central role in the largest financial crisis in living memory, the U.S. housing market isn’t getting the attention it deserves from economists and investors. Construction and sales of homes,...
Slow Hands

Slow Hands

Aug 16, 2024 | The Weekly Edge

We spiesWe slow handsPut the weights around yourself “Slow Hands”, Interpol The narrative ping pong continues. In the span of a mere two weeks, the market has gone from expecting a dire outcome of sharply weakening growth and the need for aggressive Fed easing (very...
We’re Gonna Need a Bigger Rate Cut

We’re Gonna Need a Bigger Rate Cut

Aug 2, 2024 | The Weekly Edge

You yell barracuda, everybody says, “Huh? What?” You yell shark, we’ve got a panic on our hands – Mayor Vaughn, Jaws Investors were reminded of a valuable lesson this week: falling interest rates can be good for risk assets but only up to a...