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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

“…on Friday, equities of all stripes got a boost when the US Nonfarm Payroll Report came in significantly below expectations, calming inflation fears…”

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Weekly Market Recap

Rates and commodity prices moved higher last week, while most bond and equity prices moved lower. Economic news was all good, including consumer confidence, durable goods orders, home prices, jobless claims, and of course, that hefty Q1 GDP print of +6.4% q/q annualized.