Make Hay While the Sun Shines

Jan 04, 2021 |Dann Cushing

It is a bit peculiar that, in retrospect, 2020 has left those of us not directly affected by COVID with a lot to be thankful for. There seem to have...

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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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Oct 03, 2020 |Dann Cushing

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

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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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Show Me the Money

Aug 02, 2020 |Dann Cushing

Financial markets have some interesting, self-reinforcing mechanisms. One example is...

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It's Not a Secret

Jun 29, 2020 |Dann Cushing

As an interesting thought experiment, let’s answer two questions before rolling ahead with the update:...

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What’s in your wallet?

May 31, 2020 |Dann Cushing

Starting on a bit more of a personal note than usual, have you noticed your credit card bill lately? With a high degree of confidence,...

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A High Bar

May 19, 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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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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