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INSIGHTS
Newsletters


1Q25 Review and Outlook
May 28, 2025 1Q25 HIGHLIGHTS Although this letter is for reviewing 1Q25, the month of April was more impactful and so we will focus on...

Paresh Jain
May 28


4Q24 Review & Outlook
January 15, 2024 4Q24 Highlights In one of the most counter intuitive market actions observed lately, interest rates spiked materially...

Paresh Jain
Jan 15


3Q24 Review & Outlook
October 9, 2024 3Q24 Highlights Risk assets roared back to life in 3Q24, driven by stunning declines in interest rates across the yield...

Paresh Jain
Oct 9, 2024


2Q24 Review & Outlook
July 20, 2024 2Q24 Highlights Risk assets were subdued in the 2nd quarter as interest rates rose slightly despite supportive...

Paresh Jain
Jul 20, 2024


1Q24 Review & Outlook
April 15, 2024 1Q24 Highlights Risk assets continued their march higher against the backdrop of having one of their best 4th quarter...

Paresh Jain
Apr 15, 2024


Retiring TRANSITORY
Feb 05, 2022 Federal Open Market Committee (FOMC) Chairman, Jay Powell, finally gave up on his hope that inflation pressures were...

Paresh Jain
Feb 5, 2022


Reintroducing TRANSITORY
Jay Powell, chairman of the Federal Open Market Committee (FOMC), appears to have a particular affinity to the word “transitory.” In May...

Paresh Jain
Aug 15, 2021


VACCINATED!
Feb 21, 2021 The first dose of COVID-19 vaccine was administered on December 14, 2020. Sandra Lindsay, an intensive care nurse at the...

Paresh Jain
Feb 22, 2021


COVID Conundrum
On February 15, 2005, the then Chairman of the Federal Reserve (FED), Alan Greenspan, was asked at a senate hearing as to why long-term...

Paresh Jain
Aug 15, 2020


CASH IS TRASH
For the second time in three years, famed money manager, Ray Dalio, made headlines at the annual elite confab in Davos called World...

Paresh Jain
Feb 5, 2020
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