Dollars & Sense

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

Imagine, 99 year old Henry Kissinger, speaking from his home office, with his former student, Graham Allison, the celebrated military historian. I love John's insight from Davos.

I love this idea of the 8 minute call! How often do we want to pick up the phone and call a friend, because we want to hear their voice. Their intonation. Their laugh? And, are tired of texting? Making phone appointments are a good start.

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.