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...
by Nasser Ali Oct 4, 2024 | Client Communication , Quarterly Letters
Q3 2024 can be summed up in a single word… eventful! The ebb and flow of surprises provoked stock market volatility. Domestic economic surprises...
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...
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