Return of the Macro We haven’t written about the macro environment much this year because market volatility and major geopolitical events have dominated the headlines. But now seems like a good time to do a check-in on the state of things in the U.S. economy. (Call it ‘Return of the Mack-ro’ for you 90s kids…Read more
Believe the Bounce? Over the past two months markets have been on quite a ride, although you wouldn’t know it by looking at broad index returns. Since mid-December, the S&P 500 is up 1%, while software stocks and bitcoin are down 24% and 27%, respectively. That’s a big spread, and was even more dramatic before…Read more
Passing the Baton If you’ve checked your portfolio in the last few weeks, you’ve probably felt the jitters rippling through the market. Headline indices are still near all-time highs, but that calm surface is papering over a lot of churn underneath. It can be unsettling, but we expected this. As highlighted in our outlook for…Read more
