Royal Blueberries

 August 29, 2022 |Mark Ryan
Good morning, Just a quick note today, passing along a couple of commentaries from RBC smart people. First, RBC Global Asset Economist on Inflation peaking / Falling recession risk / EM challenges / U.S. midterms / Peak population - MacroMemo - August...
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She Braved the Blitz

 August 22, 2022 |Mark Ryan
Good afternoon, It’s been a bounce-back few weeks in equity markets, despite today’s fed-wary foot finding fallback, and still-high post-2008 interest rates. This combination speaks to some interesting strategies which haven’t been available to us in...
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GE Wiz

 August 09, 2022 |Mark Ryan
Good afternoon, It’s been at least 2 ½ years since I’ve had a significant of cold or flu, but this week the Covid monster came our way. I seem to be one of the lucky ones who’ll get through it quickly, but it’s always sobering to be reminded how precious...
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