Category: International Markets & Economies

Have we hit peak inflation? The idea that this might be the case has lured investors back into risky assets over the past few…

No doubt, inflation is on everyone’s mind. We feel the pain everywhere; the gas pump, the grocery stores, the housing market, etc. According to…

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

Before Russia invaded Ukraine (hard to believe it was only three weeks ago), the Fed’s job was straightforward, albeit not easy. The Fed was…

Russia’s invasion of Ukraine has sent panic throughout the world and asset prices, rightfully so. Europe hasn’t seen conflict like this since WWII. Plus…

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…

I wanted to write a quick letter sharing my thoughts regarding today’s market sell-off. Worries about spreading troubles from China’s property market have crept…

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …