A Swing & A Miss

Mar 01, 2021 |Dann Cushing

We’re 0 for 2 so far this year. Despite what appears to be an unprecedentedly solid backdrop for economic recovery, strong equity returns in the first ...

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Feb 01, 2021 |Dann Cushing

So, I’ll do my best not to use the name of “that company” in this update, given the media coverage overkill it received last week. But the fact that...

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Make Hay While the Sun Shines

Jan 04, 2021 |Dann Cushing

It is a bit peculiar that, in retrospect, 2020 has left those of us not directly affected by COVID with a lot to be thankful for. There seem to have...

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Everything Is Awesome

Nov 29, 2020 |Dann Cushing

Oddly, the title of an unrelentingly upbeat and...

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Gut Check

Nov 02, 2020 |Dann Cushing

After a pretty elated start to the month, equity markets pulled back sharply in the latter half of October. What had...

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Oct 03, 2020 |Dann Cushing

Can you hear that? It is the cacophony of US election drama growing loud enough that...

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What's the Scenario?

Aug 30, 2020 |Dann Cushing

The positive, self-reinforcing dynamics explored in the last update still remain in place a month later:...

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Show Me the Money

Aug 02, 2020 |Dann Cushing

Financial markets have some interesting, self-reinforcing mechanisms. One example is...

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It's Not a Secret

Jun 29, 2020 |Dann Cushing

As an interesting thought experiment, let’s answer two questions before rolling ahead with the update:...

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What’s in your wallet?

May 31, 2020 |Dann Cushing

Starting on a bit more of a personal note than usual, have you noticed your credit card bill lately? With a high degree of confidence,...

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