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by Erik Conley
What happened last week, and what it may mean for the market in the coming weeks and months. The Narrative The narrative continues to morph from "it's the end of the world as ...
by Erik Conley
Hank “Ace” Greenberg, former chairman of insurance giant AIG, once said “All I want in life is a small unfair advantage.” As it turns out, he had one – and it was a ...
by Erik Conley
If the doors of perception were cleansed everything would appear to man as it is, infinite. William Blake, The Marriage of Heaven and Hell The Perception There is a narrative (perception) out there that's ...
by Erik Conley
“We’re through the looking glass here - black is white and white is black.” -Kevin Costner, from the Oliver Stone film JFK.What caught my eye today was the dismal April employment report and the ...
by Erik Conley
What happened last week, and what it may mean for the market in 2020. The Narrative The narrative has flipped from 'this is really bad' to 'let's reopen the economy.' We've moved from ...
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