Back to Reality

September 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...

Read more

As You Were

June 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,...

Read more

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:...

Read more

A bit jittery out there...

April 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...

Read more

A Swing & A Miss

March 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 ...

Read more

Faith

February 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...

Read more

Everything Is Awesome

November 29, 2020 |Dann Cushing

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

Read more

Gut Check

November 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...

Read more

What's the Scenario?

August 30, 2020 |Dann Cushing

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

Read more

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...

Read more