Fast & Furious XI: Tariff Wars | February 2025

‘I live my life a quarter mile at a time.’ Dominic Toretto It seems the Trump administration has taken a page out of one of Hollywood’s most successful franchises, The Fast & The Furious.  The policy blitz since inauguration has been as frantic and dizzying as the...

The New Year Edition | December 2024

“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...

T’is The Season | November 2024

“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...

Trump v The Bond Market | October 2024

“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...

Choose Your Own Adventure| September 2024

“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...