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Feb 3, 2026
I am always looking for interesting and informative charts, especially ones I can include in my quarterly call that explain something clients are curious about or introduce a...
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Feb 2, 2026
Two weeks ago, I wrote “It’s Tariff Week! *.”
The asterisk added the word “Hopefully…”
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Jan 29, 2026
As we continue to await the decision that should overturn the tariffs, let’s update the latest data on the IEEPA tariffs.
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Jan 17, 2026
Some surprising observations about the state of markets.