One year after we first had her on the podcast, we were honored to run it back a second time with Callie Cox on episode 15 of Doxa Takes. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. Callie is one of the best at making complicated things simple - […]
Every year since Doxa Capital began in 2015, this email was accompanied by our end of year note - except for this one. Instead we took the same format and put it into episode 11 of our podcast, Doxa Takes [blue link below]. We start off with the popular segment “what we got right & […]
After a few calm summer months where inflation decelerated and the labor market kept chugging along, a new market narrative has taken the driver’s seat: long-end interest rates. That’s not to say that rates have been docile over the past year, but most of the action has been on the short end, e.g. money markets, […]
Markets across the world closed out the first half of 2023 on a pretty good note, rebounding a good bit from the declines of last year. Sure, interest rates have increased a lot as the Federal Reserve tries to battle inflation, but put simply: the economy is resilient as it normalizes from the bullwhip effects […]
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, […]
