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A Man of Few Words
Introduction: A New World for a New Fed “There’s a button for that.” A lot can happen in a week, and the past week was...
The Fed Can’t Fight This Feeling Anymore
Introduction: A New World for a New Fed “You give my life direction. You make everything so clear.” Inflation has...
Comedown
Equity markets stumbled on Friday as investors learned that euphoria does, in fact, have a comedown, but we think Mr. Rossdale would agree with us that this comedown is a healthy and good development for this bull market.
Here to Mars
Honey, it's in the stars And you're my everything from here to Mars “Here to Mars”, Coheed and Cambria For the...
A Few Good Bonds
Introduction: Why Bonds? "My answer is I don't have the first d*** clue." Just when investors thought it was safe to...
Everything to Everyone
You do what you do, you say what you say You try to be everything to everyone You know all the right people You play...
Can’t Stop
The path of the market in 2026 has felt a lot like the opening seconds of Red Hot Chili Peppers’ 2003 music video for “Can’t Stop”.
We Still Haven’t Found What We’re Looking For
Having come into 2026 expecting a strong and broad cyclical upturn, investors still haven’t found the economy they’ve been looking for.
Myth
We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.









