Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
Cameron Dawson, CFA®
Articles by: Cameron Dawson, CFA®
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,...
Enjoy the Silence: The Fed Next Week and Beyond
Words like violence Break the silence Come crashing in Into my little world “Enjoy the Silence”, Depeche Mode Wasn’t...
The Bonnie Banks o’ S&P
O ye'll tak' the high road, and I'll tak' the low road “The Bonnie Banks o' Loch Lomond”, Scottish song, 1876 Annual...