And if the dam breaks open many years too soonAnd if there is no room upon the hillAnd if your head explodes with dark...

Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
Bullet with Butterfly Wings: Higher Rates Starting to Bite
The world is a vampireSent to drainSecret destroyersHold you up to the flames - Bullet with Butterfly Wings, The...
Running Up That Hill: Confronting Earnings Hills
Be runnin' up that roadBe runnin' up that hillBe runnin' up that buildin' - Running Up That Hill, Kate Bush We have...
No Land Before Time
Note: This piece is not about friendly adolescent dinosaurs going on a Hero’s Journey, but it is a great pun to talk...
Too Much Love Will Kill You: Velocity and Vulnerabilities
Too much love will kill youJust as sure as none at allIt’ll drain the power that’s in youMake you plead and scream and...
The Bond Market is Hearing But Not Listening
Views from the CIO Office Schism: The Bond Market is Hearing But Not Listening Cameron Dawson, CFA® I've done the math...