Doxa Takes: Our Sponsored Podcast

by Chase Lee, CFAApril 23, 2025
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you […]
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Long-term Thinking in a Short-term World

by Chase Lee, CFAApril 23, 2025
In our last note, we mentioned that 2025's journey might include some air pockets along the way – and we've certainly hit one recently. The good news is that we were prepared for this turbulence. The markets have faced increasing headwinds this quarter, largely stemming from policy developments. As we cautioned previously, while markets initially […]
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2025 Outlook

by Chase Lee, CFADecember 10, 2024
In our latest Doxa Takes episode, we explore why 2025's economic story might be more nuanced than the headlines suggest. While the narrative of resilience remains intact - backed by steady consumer spending and moderating inflation - we're seeing signals that warrant a more vigilant approach to risk management in the year ahead. The foundation […]
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Let the Cutting Cycle Begin!

by Chase Lee, CFASeptember 18, 2024
This afternoon, the Federal Reserve is poised to cut interest rates, marking the first step on their journey to normalization. This action kicks off multiple rate reductions expected to unfold throughout 2025+, creating a new cutting cycle that will ripple through markets and the broader economy in the months ahead. To provide deeper insights at […]
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Regime Change

by Chase Lee, CFAAugust 6, 2024
Just a few months removed from our spring note in April, we find ourselves navigating a significant shift in the financial landscape. The focus has moved from inflation to growth, narrowing those potential paths we outlined from three to two. The market is now grappling with two potential outcomes in what we call a "growth […]
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