In the past, we've used the phrase "see the forest for the trees," and that's probably never been more relevant than today. The current environment presents extraordinary levels of market noise – trends that appear sustainable but aren't, fundamentals that seem weak but prove resilient, and policy impacts that look benign but carry meaningful consequences. […]
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 […]
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 […]
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 - […]
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 […]
