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Third Quarter 2021 – Quarterly Letter

October 25, 2021 The autumnal equinox made it official and now the changing colors of the tree leaves strongly confirm that we have arrived in the final season of the year. This quarter’s letter contains uniquely global observations from our CEO & co-founder John Bird’s recent experience in the United Kingdom. Then on the Economy […]

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Weekly Market Recap

“Equities bounced back last week despite surging covid-19 cases in many parts of the world.”

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Weekly Market Recap

Last week was a challenging one for most risk assets, as investors recalibrated their global growth expectations in the face of the rapidly spreading delta variant of SARS-CoV-2. In the US, large cap stocks were mostly lower, with only traditional defensives like utilities (+2.6%) , staples (+1.3%), and real estate (+0.7%) registering small gains. Cyclicals […]