Where do we go from here?The words are coming out all weird “The Bends”- Radiohead The bends, or decompression...
Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
You Can’t Stop the Beat: The Sources of Economic Resilience
You Can’t Stop the Beat: The Sources of Economic Resilience (Plus, a Bonus Section! Why Prolonged QE Has Dampened the...
Bull, Bear, or Duck?
The market is a zoo. Bulls, bears, hawks, doves, cash cows, dead cats- investors use a menagerie of metaphors to...
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...