May 11, 2022 | Monthly Commentaries
“The sky is falling. No, I’m tipping over backwards.” Steven Wright At several points over the past 18 months, we were accused of being ‘Chicken Little’ with our warnings of rising yields. People looked at us funny when we said the central banks had a clear path to...Apr 12, 2022 | Monthly Commentaries
“I had a horrible nightmare. I dreamed that I went…back in time. It was terrible.” Marty McFly Over the past two years, investors have dealt with a constant string of ‘new normals.’ At every turn, there are new changes, new uncertainties, and new unknowns to...Mar 11, 2022 | Monthly Commentaries
“Saying is a different thing from doing.” Michel de Montaigne First and foremost, our thoughts and sympathies are with the people of Ukraine and their families and friends across the world. We hope for a quick and peaceful resolution to this horrifying situation. Our...Feb 8, 2022 | Monthly Commentaries
“The job of the Central Bank is to worry.” Alice Rivlin We imagine that central bankers have endured many sleepless nights since the start of the pandemic. After all, even in the best of times, stewarding monetary policy to optimize growth, inflation, and employment...Jan 13, 2022 | Monthly Commentaries
“I’m not making any New Year’s resolutions. They just go in one year and out the other.” Jane Ace New Year’s resolutions. Every year we make ‘em. Every year we break ‘em. At least that’s how it goes for most of us, with an estimated 80% of resolutions going...Dec 10, 2021 | Monthly Commentaries
“We become what we behold. We shape our tools and thereafter our tools shape us.” Marshall McLuhan For most of us, there are times when the cyclone of modern media can be overwhelming. The constant bombardment of facts, figures, and news can leave us feeling more...
