Time to Party Like It’s 1995?

Time to Party Like It’s 1995?

Jul 26, 2024 | The Weekly Edge

I was dreaming when I wrote this Forgive me if it goes astray – Prince, “1999” U.S. politics has been delivering more twists and turns lately than even the most melodramatic arc on The West Wing. And yet, diversified investors have come through the chaotic...
An Ode to Maybe

An Ode to Maybe

Jul 19, 2024 | The Weekly Edge

Well, maybeWhat you need I hope it finds you “An Ode to Maybe” – Third Eye Blind Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other...
High Yield on the Highway to the Danger Zone?

High Yield on the Highway to the Danger Zone?

Jul 12, 2024 | The Weekly Edge

Maverick: She’s lost that loving feeling. Goose: No, she hasn’t. Maverick: Yes, she has. – Top Gun, 1986 Last week, we noted a “change of speed” for the U.S. economic growth outlook. Inflation has resumed its decline, and there are emerging signs of...
New Dawn Fades

New Dawn Fades

Jul 3, 2024 | The Weekly Edge

A change of speed, a change of style “New Dawn Fades” – Joy Division There has been “a change of speed, a change of style” for the U.S. economic growth outlook. For the first time in over twelve months, U.S. GDP forecasts for 2024 have been trimmed, and with...
Waiting on the World to Change

Waiting on the World to Change

Jun 14, 2024 | The Weekly Edge

So we keep waiting (waiting)Waiting on the world to change “Waiting on the World to Change” – John Mayer Though John Mayer is currently busy being 240 feet tall at the Sphere (like a guitar-playing Stay Puft Marshmallow Man), he clearly has had the incessant...