The Weekly Edge
We Still Haven’t Found What We’re Looking For
Introduction “It burned like fire, this burnin’ desire” The U.S. economy grew at a solid 2% rate in the first quarter, and equity market indexes are making new all-time highs. Yet consumer and small business outlooks remain subdued. This divergence is nothing new, but...
Myth
If you built yourself a mythYou’d know just what to give “Myth”, Beach House Beach House’s 2012 song “Myth” is the perfect expression of the alternative rock sub-genre of dream pop. It is breathy, ethereal, floaty, and strikingly melodic. In the song, vocalist...
What, Me Worry?
Introduction “Who says nothing is impossible? Some people do it every day!” The war in Iran that began six weeks ago may already be on the verge of wrapping up. But transportation and shipping costs have rocketed higher and are unlikely to fully reverse for several...
Here It Goes Again
Just when you think (think) you’re in controlJust when you think (think) you’ve got a holdJust when you get on a rollHere it goes, here it goes, here it goes again “Here It Goes Again”, OK GO Never does Yogi Berra’s quip, “It’s tough to make predictions, especially...
The Great Divide
You inched yourself across the great divide While we drove aimlessly along the Twin State line -“The Great Divide”, Noah Kahan We are not sure what has been more greatly anticipated about April: the end to a very long first quarter of trading and news flow, or the...
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
“Billy this is a large-cap software company used by 90% of the Fortune 500, trading at 15x earnings, with mid-teens long-term growth expectations. Their defect is that now anybody with AI tools can replicate their platform in 5 minutes.” While our quote, referencing...
We Had It All
You were the best thing in my life I can recall you and me we had it all I know that we can never live those times again So I let my dreams take me back “We Had it All”, Waylon Jennings No genre of music captures longing for the past better than classic country. And...
I Want My S&P (500)
Click Here to Listen to the Audio Version Introduction “Now lookie here people, listen to my story” The U.S. equity market’s long-term resilience is no accident. Domestic firms benefit from operating in the world’s most dynamic economy and represent a wide range of...
How Investors Learned to Stop Worrying and (Mostly) Shrug Off Geopolitical Risk
Click Here to Listen to the Audio Version Introduction “Gentlemen, you can’t fight in here. This is the war room!” 2026 was already shaping up to be an “interesting” year for markets, but the events of the past week have scrambled the outlook even further. What began...
The Future Freaks Me Out or Everything is Alright?
Click Here to Listen to the Audio Version I don’t get drum and bassThe future freaks me out. “The Future Freaks Me Out”, Motion City Soundtrack -or- Oh please, tell me that you’re alrightYeah, everything is alright “Everything is Alright”, Motion City Soundtrack...
MacArthur Park Suite
Click Here to Listen to the Audio Version Spring was never waiting for us tillIt ran one step aheadAs we followed in the dance. “McArthur Park Suite”, Donna Summer Everything is relative. Those who have trudged their way through this year’s brutal northeast winter...
Fake Plastic Trees
Click Here to Listen to the Audio Version If I could be who you wanted, all the time… “Fake Plastic Trees”, Radiohead One of the most devastatingly pining lyrics in 90’s alt music is the last utterances in Radiohead’s 1995 “Fake Plastic Trees”, where a worn out Thom...