Portfolio Management isn’t gymnastics. You don’t get extra points for difficulty.
“It seems we’re walking along the top of Table Mountain after all, as rates stay flat at an extended plateau for a while before starting their descent. By the end of last week, market-based forecasts for rate cuts by the end of this year had been pared to their lowest in six months.”
“I’m hearing more leaders talk about decarbonization and energy security together under the joint banner of what you might call ‘energy pragmatism.’ The energy market isn’t divided the way some people think, with a hard split between oil & gas producers on one side and new clean power and climate tech firms on the other. They are far more pragmatic about energy than dogmatic.”
“The Fed should be the strategic anchor to this market and leave the play-by-play commentary to others. It imposes an unnecessary amount of volatility onto it.”
“It seems we’re walking along the top of Table Mountain after all, as rates stay flat at an extended plateau for a while before starting their descent. By the end of last week, market-based forecasts for rate cuts by the end of this year had been pared to their lowest in six months.”
“I’m hearing more leaders talk about decarbonization and energy security together under the joint banner of what you might call ‘energy pragmatism.’ The energy market isn’t divided the way some people think, with a hard split between oil & gas producers on one side and new clean power and climate tech firms on the other. They are far more pragmatic about energy than dogmatic.”
“The Fed should be the strategic anchor to this market and leave the play-by-play commentary to others. It imposes an unnecessary amount of volatility onto it.”