Although markets had a decent first quarter, plenty of questions remain unsettled around the fate of inflation and interest rates, whether or not a recession will take hold, and more recently, a bank deposit crisis. Rather than unpack these events in our typical quarterly note, we put it all in episode 4 of our podcast, […]
What a crazy first six months of the year in markets. Stocks and bonds are materially lower, interest rates have been on the rise, volatility is very high, inflation fears, recession talk…all while the job market is still humming along and airport parking lots are completely full! It’s a very confusing environment to say the […]
In big geopolitical events, anxieties are high, conflicting headlines are the norm, and everyone anchors to the worst-case scenario. Sometimes there are lasting effects, sometimes the world has moved on in 3 weeks. It’s really hard to know, and that’s why market volatility soars. Secondly, markets experience 10%+ drawdowns about every two years – and […]
One of Doxa’s axioms is “every number has a story and every story can be told in numbers.” It’s a good one to live by given the many narratives we sift through daily – the sheer volume of information in our digital age is like drinking from a fire hose. For us, everything is about […]
