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

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

Surfacing

October 04, 2020 |Dann Cushing

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

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

Show Me the Money

August 03, 2020 |Dann Cushing

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

Read more