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Commentaries & market updates.
We have two new Key Themes for 2022; #1 Year of Rebalance, #2 Feels like 2018, May be 2000. Our …
2021 is now in the rear-view mirror and I believe that future financial historians may regard it as the year …
We maintain our 2021 Key Themes & highlight Theme #1 “Early-Then, Late-Now”, which references our “2001 Analog”. In the prior …
The inflation that we were emphatically told would be transitory and unmoored continues to persist and entrench. As the troubles …
In the 50 years since Richard Nixon officially severed the dollar’s link to gold, many have claimed that the greenback’s …
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March Madness in the Bond Market
There was a little March Madness on Wall Street. In fact, the month turned into an old-fashioned blood bath. But …