Market Commentary

Q3-24 – Global Central Banks Rally the Under-Loved and Under-Owned: Will the 4th Quarter Confirm a Regime Change in Markets?

The theme of our second quarter letter was “talk to me after the all-star game”; an ode to fans of…

Q2-24 - Talk to Me After the All-Star Game: First Half of 2024 Sets Up Q3 as Pivotal Turning Points in Markets

"After a hot start to the year, equity markets had a rather up and down quarter. Mega cap technology stocks…

Q1-24 - Easter Bunny Delivered

"The Easter holiday fell early on the calendar this year, and for investors, that proved to be a fortuitous thing.…

Q4-23 - Patience & Resilience: How We Got Through a Year Driven by AI & Interest Rates

"The two driving forces in capital markets in 2023 were artificial intelligence and interest rates. Through the first three quarters…

Q3-23 - Interest Rates and Artificial Intelligence: Two Competing Themes Driving Capital Markets

“Capital markets continued to grapple with what has become the dominant two-part question of the past 18 to 24 months:…

Q2-23 - Just Like the 4th of July Stocks Closed Out the 1st Half of the Year with Fireworks

“America loves an underdog" is a phrase that has been in our country’s lexicon, and embedded into our collective conscious, since…

Q1-23 - No Peaks, No Valleys: Sage Advice From My Father

Over the past 14 months, as the U.S. Federal Reserve has rapidly raised interest rates, yields on short-term U.S. Treasury…

Q4-22 – The New Normal Came in a Year Where There Was Nowhere to Hide

"The good news is that the year 2022 is over. What felt like a 365-day roller coaster ride for investors…

Q3-22 – This Time Wasn't Different: Facing the Backlash of a Pandemic

"The most infamous words in finance are: this time is different. These four simple words are uttered in almost every…

Q2-22 – Bad Markets Don’t Last Forever: Keeping Perspective Amid Market Volatility

"As I sit down to write this quarterly letter over the 4th of July holiday weekend, it struck me that…

Q1-22 – Revenge of the Volatility

"The first quarter of 2022 reminded investors, market participants, and commentators that volatility in capital markets is still a very…

Q4-21 – Over in an Instant: 2021 A Year Well Spent Living in the Moment

"For as long as the year 2020 seemed to last with a toxic cocktail of worsening news about the Coronavirus,…

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Market Commentary

Q3-24 – Global Central Banks Rally the Under-Loved and Under-Owned: Will the 4th Quarter Confirm a Regime Change in Markets?

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Market Commentary

Q3-24 – Global Central Banks Rally the Under-Loved and Under-Owned: Will the 4th Quarter Confirm a Regime Change in Markets?

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