Street Savvy

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...

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

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

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...

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 ...

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

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

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

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