In the first of our “short takes” of 2021, we talk about cycles – what they are, why they matter, and where the economy sits now. In summary, we’re at the end of year one of a new multi-year business cycle. That means everything is right on track from our outlook in December. And of […]
Last week, The Washington Post asked 9-year-old Clarke Smith to describe 2020: “It’s like looking both ways to cross the street and then getting hit by a submarine.” Not a bad metaphor, right? In a year with unknowns constantly lurking, we doubled down on our core principles and managed to turn a crazy year into […]
