earnings calls

‘Does an Inverted Curve Yield Drawdowns?’

By EWM / March 30, 2022

Will the yield curve go inverted? One can almost hear Roy Acuff paraphrasing his classic song. This is what all the financial pundits are talking […]

‘The Fickel Price of Nickel’

By EWM / March 21, 2022

The future is uncertain, and those who plan on devoting significant time and energy in producing goods have always been concerned that the fruits of […]

‘There Is a Lot of Work To Do in the Jobs Market’

By EWM / March 14, 2022

One of the dangers facing our economy is that it is lacking the workers it needs to function appropriately. We have seen the effects of […]

‘The Market is Not in Uncharted Territory’

By EWM / March 7, 2022

When we see falling asset prices we can become emotional. Looking back at lines on a chart, we tend to forget the emotions that surrounded […]

‘The Commodities of War’

By EWM / February 28, 2022

Uncertainty abounds in the world right now. This is why we have a plan to deal with uncertainty as it comes in. We are long-term […]

A Financial Market Outlook on Russia & Ukraine

By EWM / February 23, 2022

We know that there are differences between long-term existential crisis and short-term. We mentioned the Russia / Ukraine conflict last week in passing while discussing […]