Let me know if you’ve heard this story before. In May the U.S. Treasury hit the debt ceiling, a self-imposed limit supposedly designed to curtail our ongoing deficit spending. While this deficit hawk noted the event here in May, it was clear at the time that...
Memorable conversations that successfully captured investor sentiment serve as a reminder of ever-changing markets and temporal convictions. June brings a close to my twelfth year in this business, an anniversary that would usually pass without my recognition. This...
