by Nasser Ali | Apr 9, 2026 | Client Communication, Quarterly Letters
The first quarter of 2026 was a good reminder that financial markets do not move in a straight line. After posting very strong returns in 2025,...
by Nasser Ali | Jan 8, 2026 | Client Communication, Quarterly Letters
Perseverance best describes the U.S. economy, the global economy, and the financial markets. All three have powered through tariff-induced trade...
by Nasser Ali | Oct 10, 2025 | Client Communication, Quarterly Letters
Surprise! What was expected to be a turbulent quarter turned out to be absent volatility. Yet, the list of worries compounds with tariffs, inflation...
by Nasser Ali | Jul 10, 2025 | Client Communication, Quarterly Letters
The second quarter can be described as a rollercoaster given the turbulent ups and downs. It might be better characterized as a mini-market cycle...
by Nasser Ali | Apr 10, 2025 | Client Communication, Quarterly Letters
Entering 2025, investors were feeling optimistic. The S&P 500 had just delivered back-to-back years of returns over 20%. The Federal Reserve had...
by Nasser Ali | Jan 10, 2025 | Client Communication, Quarterly Letters
The fourth quarter of 2024 was marked by surprises from various domains. Economic data was generally mixed, US elections were dotted with surprises...
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