There Goes My Hero: Can the Fed Save Day? It Depends on Earnings and Credit Growth Kudos, my heroLeavin' all the...
Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
Brain Damage
And if the dam breaks open many years too soonAnd if there is no room upon the hillAnd if your head explodes with dark...
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...






