Insights

What’s behind the quiet fall in bond yields? With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook…

As the idiom goes, “The devil is in the details.”  A few years ago, someone commented that I did not have any pictures or paintings…

Over the last year, we have highlighted the sometimes funny but always relevant sides of shortages — from toilet paper to printer ink cartridges and from…

As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” Consistent with his pre-election promises, President…

We are returning to the office! While some of us have already been in the office for the last few months, we are safely getting…

As 2019 was ending, we positioned portfolios ahead of what we thought might be a contentious 2020: election year, late cycle, tariffs, etc. You may…