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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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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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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Surfacing

Oct 04, 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 03, 2020 |Dann Cushing

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

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