We share thoughts on the crypto landscape - what led to the recent correction and is this a passing fad or does it actually have staying power?!
A year into the pandemic we share our thoughts on the economic recovery by looking at certain high frequency data points for clues, as well as share thoughts on rising U.S. interest rates.
Almost a year ago the price of oil went negative and now it’s having one of the best starts to the year in the past decade. In this episode, we share our thoughts on the path forward and why we remain cautious on the sector.
This episode is Part 2 of a two-part series covering our 2021 Investment Outlook. We share highlights of our analysis and some actionable insights.
This episode is Part 1 of a two-part series covering our 2021 Investment Outlook. We share some highlights from our analysis and some actionable insights.
Investors seem to always fear the worst in a Democratic sweep scenario, but we don’t think it’s all bad news.
The debut episode - sharing thoughts on our near-term market outlook as we rapidly approach year-end.