by Nasser Ali Oct 8, 2026 | Client Communication , Quarterly Letters
The U.S. economy continued to expand, supported by resilient consumers, stable labor markets, and steady business activity. While economic...
by Nasser Ali Jul 9, 2026 | Client Communication , Quarterly Letters
Resilient is the best way to summarize the second quarter. As the second quarter progressed, the financial markets looked past the Iran conflict as...
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...
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