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Temptations and Mean-Reversion in the Bond Market

Temptations and Mean-Reversion in the Bond Market

by Nasser Ali | May 11, 2023 | Client Communication, Our Insights

Are you jumping ship? It’s tempting to abandon bond allocations in lieu of cash given current cash & cash equivalent yields. Afterall, Treasury...
The Fed’s Rate Hike Impact

The Fed’s Rate Hike Impact

by Nasser Ali | May 4, 2023 | Client Communication, Our Insights

Deep Impact! No, I’m not referring to the 1998 Sci-fi movie about a comet striking the Earth. I’m referring to the rate hike shock from the Federal...
Earnings Season’s Impact on Profits, Guidance, and Layoffs

Earnings Season’s Impact on Profits, Guidance, and Layoffs

by Nasser Ali | Apr 27, 2023 | Client Communication, Our Insights

First quarter earnings season has begun. The next few weeks will be filled with a parade of press releases, announcements, and guidance from...
The Future of the U.S. Dollar as the World’s Reserve Currency

The Future of the U.S. Dollar as the World’s Reserve Currency

by Nasser Ali | Apr 20, 2023 | Client Communication, Our Insights

Let’s talk about it. Recently, there’s been much talk about the U.S. dollar being replaced as the world’s reserve currency. Interestingly, the media...
2023 Q1 Letter

2023 Q1 Letter

by Nasser Ali | Apr 6, 2023 | Client Communication, Quarterly Letters

Financial markets greeted the 2023 with enthusiasm as investors bid good riddance to 2022 and looking forward to the Federal Reserve (Fed) exiting...
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