Jan 14, 2025 | Monthly Commentaries
“Every new beginning comes from some other beginning’s end.” Seneca With the start of the new year comes the annual tradition of making predictions and prognostications for the year ahead. One only needs to look back at the forecasts from previous years to realize...Dec 10, 2024 | Monthly Commentaries
“We make a living by what we get, but we make a life by what we give.” Winston Churchill In the spirit of the holiday season, we interrupt your regularly scheduled programming to highlight an important cause and the focus of our 2024 charitable giving. This year, we...Nov 12, 2024 | Monthly Commentaries
“I used to think if there was reincarnation, I wanted to come back as the President or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody.” James Carville The result was expected to be close, delayed, and...Oct 8, 2024 | Monthly Commentaries
“You are responsible because you choose! Think carefully before you make a move! One mistake may be your last.” The Choose Your Own Adventure Warning Over the past five years, the bond market story has read like a choose-your-own-adventure novel, jumping from one...Sep 5, 2024 | Monthly Commentaries
“Cry havoc, and let slip the dogs of war.” Marc Anthony (Shakespeare) Every war has costs: the casualties of battle, the broken eggs required to make an omelette. Leaders must weigh these against the potential benefits and price of inaction. And once the war is...Aug 13, 2024 | Monthly Commentaries
“Take a deep breath in, and let it go.” Every Meditation Teacher Ever For the past couple of years, we have warned investors to be prepared for wild bouts of volatility. With the economy at an inflection point and central bankers engaged in a delicate balancing act,...
