by Nasser Ali | Jul 12, 2024 | Client Communication, Quarterly Letters
Pause. After an 18-month surge for most asset classes, the second quarter was marked with less than stellar returns. The primary impetus was The...
by Nasser Ali | Apr 5, 2024 | Client Communication, Quarterly Letters
Calls for recession were nearly unanimous at the beginning of 2024. How could one argue with deteriorating fundamentals while the full weight of the...
by Nasser Ali | Jan 4, 2024 | Client Communication, Quarterly Letters
The final quarter of 2023 was ushered in with balloons, confetti, and celebration. All it took was the Federal Reserve (Fed) to finally confess what...
by Nasser Ali | Oct 6, 2023 | Client Communication, Quarterly Letters
The third quarter started with a boom of pent-up exhilaration. Excitement to break free from work hours and travel, visit the beach, or partake in...
by Nasser Ali | Jul 7, 2023 | Client Communication, Quarterly Letters
Many have heard of cycling’s pinnacle race, the Tour de France. The Tour de France is a 21-day race totaling more than 2000 miles traversing the...
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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