Kobayashi Maru (Japanese for “Little Wooden Boat”)

Thoughts on ... Little Wooden Boat

 March 24, 2023 |Matt Barasch
Little Wooden Boat Legend has it that sometime in the 23rd century, the Kobayashi Maru (Japanese for “Little Wooden Boat”), struck a gravitic mine on the Klingon side of the neutral zone, breaching the ship’s hull and endangering the lives of the more...
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Thoughts On ... Banking 101

 March 17, 2023 |Matt Barasch
With the collapse of Silicon Valley Bank (SVB) and the resultant fallout over the past week, we thought we would explain in layman’s terms what has happened and what the likely impact will be on the Canadian banks. Some Banking Basics In our efforts to...
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Thoughts On ... Everything, Everywhere, All at Once

 March 10, 2023 |Matt Barasch
In honor of what looks to be everyone’s 2023 Oscar pick, markets this week were hit by a veritable cornucopia of difficult to digest tidbits that led to some choppy seas. Let’s start with Fed Chairman Jerome Powell, who in our view is in the conversation...
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Thoughts on ... The Terrible Twos

 March 03, 2023 |Matt Barasch
Let’s start with a chart and then comment: Here, we are looking at the yield on the 2-year U.S. treasury bond, which as you can see, made new cycle highs this past week. The 2-year is important for a variety of reasons, but perhaps the biggest reason...
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