Here we stand, Worlds apart -Journey, “Separate Ways” The music video for Journey’s 1983 song “Separate Ways” is well...
Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
Highlights From the 2024 Outlook
Earlier this week, we released our 2024 macro and market outlook titled “Stranger in a Strange Landing." It argues...
2024 Outlook: Stranger in a Strange Landing
Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
3 Libras: A Triple Top for Growth vs. Value?
Here I am expectingJust a little bit too much from the woundedbut I see, see through it allSee through, see you “3...
Invincible? Watching Sentiment, Positioning, Valuation, and Growth Expectations
Long in tooth and soulLonging for another win- “Invincible”, Tool Equity markets have been acting invincible (save for...
How’s it Going to Be: The Economy and Markets After the Pivot
How’s it going to be When you don’t know me anymore “How’s it Going to Be”, Third Eye Blind “How’s it going to be,...