Flipping the Playbook on Short-Term Treasuries

Flipping the Playbook on Short-Term Treasuries

Jul 19, 2023 | Quarterly Commentary

“For on one side lay Scylla and on the other divine Charybdis terribly sucked down the salt water of the sea. Verily, whenever she belched it forth, like a cauldron on a great fire she would seethe and bubble in utter turmoil, and high overhead the spray would fall on...
Winter is Coming: Signs of an Impending Recession

Winter is Coming: Signs of an Impending Recession

Apr 20, 2023 | Quarterly Commentary

“Winter is coming.” ─ Ned Stark, “Game of Thrones” In the investment world, “winter” can be viewed as a synonym to recession, and, technically, winter is always coming at an uncertain point in the future. However, a number of recent economic signals highlight...