January 2021
A look back, and a look forward… (mobile)
A time for caution… (mobile)
Quick Thoughts… (mobile)
Awareness is critical, not a label… (mobile)
February 2021
Resiliency along a choppier path… (mobile)
Don’t lose your seat at the table… (mobile)
Talking out of both sides of my mouth… (mobile)
March 2021
Navigating the markets gets tougher from here… (mobile)
A welcomed reality check… (mobile)
Often wrong, but never in doubt… (mobile)
Interest rates have been (and will continue to be) in the driver’s seat… (mobile)
Time to grind… (mobile)
April 2021
It’s never just one thing… (mobile)
Indifferent, uncommitted, underwhelmed, lethargic… (mobile)
The interconnectedness of it all… (mobile)
May 2021
Trust, but verify… (mobile)
Both comforting and bothersome… (mobile)
Financial Repression, revisited… (mobile)
Policy dominance… (mobile)
June 2021
General thoughts… (mobile)
Inflection points… (mobile)
Wading into the fog… (mobile)
Window of risk and/or window of opportunity? (mobile)
July 2021
Time, patience, and temperament… (mobile)
Corrections create confusion, so keep your head about you… (mobile)
August 2021
Not as strong as advertised… (mobile)
Look ahead and think about a time horizon that extends beyond your nose… (mobile)
Taper Tango… (mobile)
Whiplash… (mobile)
Steady… (mobile)
September 2021
All aboard the correction bandwagon… (mobile)
Ugly with a capital U… (mobile)
The sequencing of the cycle matters… (mobile)
October 2021
Flailing around in a pool of uncertainty… (mobile)