2025 Second Half Outlook
The second half of 2025 is underway. And now that we’ve enjoyed our final Fourth of July festivities before the big Bisesquicentennial…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
The Power Strain
The explosive rise of artificial intelligence has made semiconductors the new oil, but electricity may become the new constraint. As demand for…
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How Times Change
It all seems very bizarre. I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my adolescent and…
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Jaws
“That’s some bad hat, Harry” – Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster. The movie…
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Water
“The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It…
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Summertime Playbook
Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer: June, July,…
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Ulysses
“The lights begin to twinkle from the rocks: The long day wanes: the slow moon climbs: the deep Moans round with many…
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Into the Mystic
Stocks are sailing. It’s extraordinary to consider that in just six astral weeks, the U.S. stock market has transformed from cascading endlessly…
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Getting In Tune
“I’m singing this note ’cause it fits in well with the chords I’m playingI can’t pretend there’s any meaning hidden in the…
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April Showers
April was a turbulent month for global financial markets, characterized by heightened uncertainty and sharp price swings. Just three months into the…
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