Publications

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

The Through Line: The Fed’s next interest rate decision has been hotly debated among finance types for weeks. Unlike other central banks whose only objective is controlling inflation, the U.S. Federal Reserve......

The Through Line: AI’s leap into public consciousness is barely three years old, yet it can be hard to recall a time when its progress or impact didn’t enter the conversation......

The Through Line: Market volatility reasserted itself in a big way recently amid a long list of noisy headlines......

The Through Line: A dearth of official data (thanks to the longest U.S. government shutdown on record) needn’t prevent investors from gathering the information necessary......

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

Consumption is the sole end and purpose of all production; and the interest of the producer ought to be attended to only so far as it may be necessary for promoting that of the consumer......

The Through Line: After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between the U.S. and China......