INSIGHTS

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...

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

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

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

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

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

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

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

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...

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