The Weekly Edge

My Friends Over You: International Equities into 2025 

My Friends Over You: International Equities into 2025 

Though you swear that you are trueI’d still pick my friends over you “My Friends Over You”, New Found Glory Sporting Vans sneakers, hair gel, cargo shorts, and a whole lot of teenage angst (all things that could be procured at suburban mall Hot Topic), New Found Glory...

Do You Remember the First Time? 

Do You Remember the First Time? 

But you know that we’ve changed so much since thenOh yeah,We’ve grown “Do You Remember the First Time?”, Pulp This week’s 2024 Election delivered a decisive win for President-Elect Trump and the Republicans, with the party winning a majority in the Senate (there are...

Jump Scares for Halloween 

“Everyone’s entitled to one good scare.” – Rounding up the Latest Economic News It’s officially November. The trick-or-treating is over, and the days of noshing on leftover candy have begun. As investors, the past several weeks made us feel a bit like a group of...

How it Ends: A Decade of Low Returns? 

Yeah, you already knowHow this will end “How It Ends”, DeVotchka Last week, Goldman Sachs’ Portfolio Strategy Research team caused quite a stir when they evoked DeVotchka’s 2004 indie hit “How It Ends” (without lyrics the song is titled “The Winner Is” and provides...

Famous Last Words 

I am not afraid to keep on living “Famous Last Words”, My Chemical Romance If there is a GOAT (Greatest of All Time) title for “Famous Last Words” in financial market valuations, it has to go to Irving Fisher, who infamously quipped in 1929 that “stock prices have...

Hey, Old Friends: Bonds are Working Again 

“It started out like a song.” Something is stirring. Shifting ground. It’s just begun. This month, investors seem to have finally cast aside their inflation worries as they focus more on risks to global growth. Commodities prices have plunged, bonds are rallying, and...