Chicken Fried

Chicken Fried

Oct 31, 2025 | The Weekly Edge

It’s funny how it’s the little things in life That mean the most Not where you live, what you drive Or the price tag on your clothes There’s no dollar sign on a piece of mind This I’ve come to know So if you agree, have a drink with me Raise...
Livin’ on a Prayer

Livin’ on a Prayer

Oct 24, 2025 | The Weekly Edge

This week, we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and analyzing what are, once again, lofty expectations for profit growth in the coming calendar year. This cohort, which is generally comprised of the 2,500...
Golden Eye

Golden Eye

Oct 17, 2025 | The Weekly Edge

Introduction: What is Gold? Another week, and another new all-time high. No, not for the S&P 500 (this time), but for gold. The precious metal has been on a tear since late August, easily dwarfing the simultaneous rallies in stocks and bonds. Investment...
Such Great Heights

Such Great Heights

Oct 3, 2025 | The Weekly Edge

They will see us waving from such great heights Come down now, they’ll say “Such Great Heights”, The Postal A few weeks ago, we wrote about the importance of earnings as a major driver of this US equity rally, asserting that twelve month forward S&P 500 earnings...
Is Monetary Policy About the Journey or the Destination?

Is Monetary Policy About the Journey or the Destination?

Sep 26, 2025 | The Weekly Edge

Introduction The phrase, “life is a journey, not a destination,” is often attributed to Ralph Waldo Emerson, but there is no record of him saying or writing it. It first became widely used in the 1920s and has made its way into the lyrics of songs by artists as varied...
Looking for Clarity After the Summer of Mud

Looking for Clarity After the Summer of Mud

Sep 19, 2025 | The Weekly Edge

Wrapping up the Summer of Mud In our second half outlook, we previewed what we called the Summer of Mud (or Mudd if, like us, you draw your inspiration from 90s rock bands). We did so in expectation that the mix of economic data and policy measures would provide no...