This Time is Different

by Chase Lee, CFAApril 1, 2020
As you already know, we are in unprecedented times. The first quarter of 2020 marked the worst performance in history for the Dow Jones Average, crude oil had its worst quarter ever, and credit volatility is surpassing the extremes of the Great Financial Crisis. Should we panic about our portfolios? Absolutely not. We understand moments […]
Read More

The Next Decade

by Chase Lee, CFAJanuary 1, 2020
The beginning of a new decade is upon us. Markets will go up in the 2020s. They’ll go down too. While this appears obvious – it is important to remember that the 2020s will have twists & turns, successes & pitfalls - just like the years before them. However, the past is not always a […]
Read More

What's Really Going On?

by Chase Lee, CFAOctober 1, 2019
The more stress on businesses = more stress on profits = more stress on markets. Are things going well? Are they not? Are they are about to go bad? What in the world is going on?
Read More

Anticipate.

by Chase Lee, CFAMay 15, 2019
The beginning of the year in the markets took us round trip from the declines of the 4th quarter – but we would caution against thinking everything is ‘business as usual’.
Read More

2019 Macro Outlook

by Chase Lee, CFADecember 15, 2018
In our 2019 Outlook, the link below, we outline how market fundamentals evolved over the past year, why we believe the bear isn’t finished yet, and our playbook for finding great value in this environment.
Read More
© 2025 Doxa Capital. | All rights reserved
crossmenu