The market is a zoo. Bulls, bears, hawks, doves, cash cows, dead cats- investors use a menagerie of metaphors to...
Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
This or That: When do Valuations Matter?
As we highlighted in our mid-year outlook, one of the most surprising dynamics we have seen in 2023 is the surge in...
Second Half 2023 Outlook: The Imagination for Reality
“Few people have the imagination for reality.” -Johann Wolfgang von Goethe We started 2023 with a mantra from Goethe:...
Party in the U.S.A.
I got my hands up, they're playin' my songThey know I'm gonna be okayYeah, it's a party in the U.S.A.“Party in the...
Deal: Unpacking the Divergence of Yields and Equity Valuations
Since it costs a lot to winAnd even more to loseYou and me bound to spend some timeWondering what to choose“Deal” -...
Top Charts to Watch for Equities in June
1. I Want to Break Free: After multiple attempts in May, the S&P 500 finally broke above the 4,200 level of...