Mar 14Ukraine UpdateRussia shocked the world and rattled global markets when it launched a full-scale invasion of Ukraine on February 24, 2022. The human...
Nov 16, 2021Focus on ChinaChina’s continued rise as a global economic powerhouse has been a double-edged sword for leader Xi Jinping and the ruling Chinese...
Jul 30, 2021The Liquidity ParadoxIn this letter, we’d like to take a brief look into a topic that many public market investors take for granted: market liquidity
May 28, 2021The Return of Inflation?For those of us who remember the 1970s, you would be forgiven for feeling a twinge of déjà vu in recent weeks. Here in the Southeast...
Mar 15, 2021Is Bitcoin Here to Stay?Bitcoin has garnered plenty of attention lately. Its price climb (and volatility) has been dramatic over the last few years.