July 2021

July 2021

It’s summertime, and the United States is back to taking vacations following a long period of COVID-enforced quarantines. So we’ll accept that attention spans may be short for any lengthy economic commentary, skip the verse, and go right to the chorus. Both Wall...
2020 Shareholder Engagement Newsletter

2020 Shareholder Engagement Newsletter

2020 was in one word: extreme. An extreme global health pandemic, climate change events, and social and political unrest. This challenging time has forced companies to look inward and use their platforms to make a difference, for their employees, shareholders and...
April 2021

April 2021

The first quarter of 2021 has been a period of extraordinary transition. At the start of the year, the seven-day pace of vaccines administered in the United States was averaging just over 325,000 doses a day. As of this writing, the U.S. is administering more than 3...
January 2021

January 2021

Waves are common, yet hardly predictable. Some barely get going and others travel thousands of miles. Individual small wavelets often die out, yet many combine until they break and lose their energy at the shore. The process continually repeats. And so on and so on....
January 2021

October 2020

The question that seems to be on most people’s minds these days goes something like this: “How can the market possibly be trading near all-time highs when we find ourselves pinned by a deadly global pandemic, struggling against a deep economic recession, challenged by...
January 2021

July 2020

There is a Twitter account started by two University of Vermont professors called Hedonometer that measures the average happiness of everyone’s tweets. On May 29th, it calculated that the civil unrest created by the death of George Floyd produced the saddest day ever...