The Weekly Edge

My Boy Only Breaks His Favorite Toys 

My Boy Only Breaks His Favorite Toys 

“Oh, here we go again” Taylor Swift, My Boy Only Breaks His Favorite Toys Global bond markets let out a primal scream this week that was reminiscent of a fully-“seen” millennial singing along to The Tortured Poets Department at max volume (IYKYK). Long bond yields...

It’s Not Unusual 

It’s Not Unusual 

You know, for years, scientists have wondered, can you make grown men and women weep tears of joy by playing Tom Jones’ “It’s Not Unusual”? And the answer is yes, you can, as long as it is preceded by seven “What’s New Pussycat”’s. – John Mulaney John Mulaney’s...

Will Congress Abide The Big Tax Bill? 

Will Congress Abide The Big Tax Bill? 

Blond Treehorn Thug: Where’s the money, Lebowski? The Dude: It’s uh…uh…it’s down there somewhere, let me take another look. – The Big Lebowski, 1998 Introduction This is a very complicated case, Maude. You know, a lotta ins, a lotta outs, a lotta what-have-yous. And,...

Say You’ll Be There 

Say You’ll Be There 

And all that I want from you Is a promise you will be there Say you will be there “Say You’ll Be There”, Spice Girls It may not be a broadly appreciated factoid that the Spice Girls began as a fabricated pop group. Seeing the success of boy bands in the 1990s, Heart...

Eye of the Hurricane? 

Eye of the Hurricane? 

“Hey Curly, what all happens in a hurricane?” – Introduction Last week, we rolled out our Q2 economic and market outlook, entitled The Space Between. The title of Dave Matthews Band’s biggest hit single is an apt metaphor for the macro environment in which we find...

Karma Police 

Karma Police 

Phew, for a minute there, I lost myself “Karma Police”, Radiohead Much like the exasperated runner at the end of Radiohead’s iconic “Karma Police” music video, this week President Trump effectively threw a lit match into a stream of gasoline that was connected to...

Goodbye, Sunshine 

Goodbye, Sunshine 

Goodbye, sunshine Oh, the more I wait, the less the time is mine As new fades to old Watch the truth reveal the less I want to know “Goodbye, Sunshine”, Coheed and Cambria Coheed and Cambria’s recently released 11th studio album, The Father of Make Believe, explores...

Call It 

Call It 

“What the Most You Ever Lost on a Coin Toss?” Spring has barely sprung, but our expectations for wide and choppy ranges in both interest rates and stock prices in 2025 have already been met…and then some. What markets do on a day-to-day basis – and what new policy...

Fear Inoculum 

Fear Inoculum 

Fear the lightFear the breathFear the others for eternityBut I hear them now, inhale the clarity “Fear Inoculum”, Tool When after a thirteen-year hiatus, Tool released their fifth studio album, Fear Inoculum, the Internet was aflutter with potential meanings and...