bonds

Recession Discretion

By EWM / August 5, 2022

Last week we saw a negative real GDP (inflation-adjusted gross domestic product) print come out of the Bureau of Labor Statistics (BLS). This was the […]

A Hard Sell for Hardware Handouts

By EWM / July 27, 2022

This week Congress is expected to hold a final vote on the Creating Helpful Incentives to Produce Semiconductors (CHIPS) for America Act, which would provide tens of billions in […]

Software Is Eating the Automobile

By EWM / July 19, 2022

“Software is eating the world,” proclaimed venture capitalist Marc Andreessen in a famous editorial in The Wall Street Journal back in 2011. Mr. Andreessen’s thesis that computer code and the […]

Bonds Bounce Back

By EWM / July 12, 2022

It is time to check in on fixed income. This year has been uniquely difficult for all bond investors. The fixed income frustration may have […]