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Market Commentary
Outlook 2023
Economic Commentary
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9.20.23 The Treasury Department Could Have a Supply/Demand Problem
9.19.23 Government Shutdown Looms, Stocks Say ‘Been There, Done That’
9.18.23 Buy Japan, Hold U.S., Sell Europe
9.11.23 The Growing List—And Politicization—of BRICS And Friends
8.29.23 Navigating Under Cloudy Skies
8.28.23 Lessons Learned From the Grand Tetons
8.21.23 Pullback Perspective
8.18.23 Yield on the Rise—Too Much Too Fast
8.14.23 How This U.S. Debt Downgrade Is Different From 2011
7.31.23 A Cloudy Outlook Makes For Choppy Markets