Back to Reality

Sep 07, 2021 |Dann Cushing

Ah, Labour Day – it finally arrived, with its usual promise of a new season and a return to more regular routines. Reopening has been occurring at a different cadence in different geographies, but...

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Known Unknowns

Aug 03, 2021 |Dann Cushing

At the end of May, we made the case that boomy economic growth was throttling back, transitioning to a more sustainable but still healthy rate of expansion. We also suggested...

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As You Were

Jun 01, 2021 |Dann Cushing

Financial markets have seen some solid fireworks in 2021: an extreme recovery in the economy, the largest bond market correction in a generation,...

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Runner’s High

May 03, 2021 |Dann Cushing

Many of the world’s largest companies reported earnings this past week, and they were absolutely stellar. Three prime examples:...

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A bit jittery out there...

Apr 05, 2021 |Dann Cushing

The first quarter of 2021 seems to have come and gone pretty quickly, perhaps due to its Groundhog Day aspects. Nevertheless, it managed to pack in a few...

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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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Faith

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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