Articles

As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.

“Nuance is important, of course, but we didn’t need to hear Powell’s words to know the Fed was ready to pivot.”

“In fact, the Dow’s records actually understate my optimism for the road ahead.”

Questions may be my favorite part of client meetings.

Our gentler winter parallels with our recent experience as investors and in the economy.

“Every new year begins with a host of questions. For 2024, those questions center around some common themes.”