Powell Pivot Clears Path for Rate Cuts

Published on August 26, 2025

Chair Powell’s speech at Jackson Hole was a proper and long overdue pivot—and the markets immediately rejoiced. This was the dovish signal investors had been hoping for, and even stronger than I expected Powell to deliver.

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Why Utilities Could Be the Biggest Winners of the AI and Electrification Boom

August 26, 2025
For nearly two decades, U.S. electricity demand was flat. Between 2005 and 2020, consumption barely budged, thanks to efficiency gains in appliances and slower economic growth. Utilities planned for more of the same.

Equities and Bonds Post One of Their Best Summers in Recent History

August 26, 2025
Don’t Worry, Be Happy! Heading into summer, markets faced a wave of uncertainty—from shifting tariffs and debt ceiling debates to questions around the fate of the ‘Big, Beautiful Bill.’