Cameron Dawson, CFA®

So cut the headlights, summer's a knife “Cruel Summer” - Taylor Swift August has been a cruel month for equity and...

Where do we go from here?The words are coming out all weird “The Bends”- Radiohead The bends, or decompression...

You Can’t Stop the Beat: The Sources of Economic Resilience (Plus, a Bonus Section! Why Prolonged QE Has Dampened the...

The market is a zoo. Bulls, bears, hawks, doves, cash cows, dead cats- investors use a menagerie of metaphors to...

As we highlighted in our mid-year outlook, one of the most surprising dynamics we have seen in 2023 is the surge in...