Blogs
From the Chair April 4, 2025 Tariff-Eyeing
In a case of almost perfect irony, I have waited a long time to use this theme. However, with Google’s AI Overview informing me ”the play’s tone is absurdist and nihilistic,” it seemed appropriate at this point in the market and election cycle.
January 2025 Update: Defying Gravity
In a case of almost perfect irony, I have waited a long time to use this theme. However, with Google’s AI Overview informing me ”the play’s tone is absurdist and nihilistic,” it seemed appropriate at this point in the market and election cycle.
October Update: Waiting for Godot
In a case of almost perfect irony, I have waited a long time to use this theme. However, with Google’s AI Overview informing me ”the play’s tone is absurdist and nihilistic,” it seemed appropriate at this point in the market and election cycle.
August 2024: Summer Update
As we reach the midpoint of summer, the only thing rising faster than the thermometer has been the VIX, a widely followed measure of market volatility.
July 2024: Jenga
We are privileged to work with insightful people here at Formidable, and during a recent call one of our colleagues mentioned how the current market reminds him of Jenga. Accordingly, in the spirit of family vacation rainy day activities, we will use Jenga (and a few other games) as inspiration this quarter.
April 2024: Total Eclipse
With the greater Cincinnati area in close proximity to the path of the solar eclipse, we look to the sky for inspiration for this quarter’s update and outlook.
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