Turn Around, Bright Eyes “Every now and then I get a little bit restless and I dream of something wild.” That’s a lyric from Bonnie Tyler’s “Total Eclipse of the Heart” (a total solar eclipse is in fact coming in August), and we can’t think of more appropriate words to describe the start to this…Read more
The Show Must Go On We are quite literally witnessing history. In 2025, the level of excitement around AI’s potential to transform businesses and drive productivity propelled nearly $400 billion in capital expenditures from the hyperscalers, helping boost the S&P 500’s market cap up by $9 trillion year-to-date. With markets driven by the power of…Read more
In a typical year, the week following the final Federal Reserve meeting of the year would mark the beginning of the holiday drift. Trading volumes would start drying up, news flow would slow to a trickle, and investors would essentially pack it in for the year. This week, like so much of 2025, won’t be…Read more
