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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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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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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A High Bar

May 20, 2020 |Dann Cushing

Despite a few bumps in the road, the “closet consensus” of investor optimism from April has continued through the first half of May. With the perspective that...

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Consensus

May 04, 2020 |Dann Cushing

There is one question that appears to be on the mind of virtually every investor right now:...

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