Let the Cutting Cycle Begin!

by Chase Lee, CFA /  / September 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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Our (now) annual spring update w/ Callie

by Chase Lee, CFA /  / April 9, 2024
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 - […]
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2024 Outlook

by Chase Lee, CFA /  / December 13, 2023
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 & […]
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2023 Outlook

by Chase Lee, CFA /  / December 19, 2022
Doxa's take on what happen in 2022 and what lies ahead in '23.
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What is Risk, Actually?

by Chase Lee, CFA /  / October 16, 2020
In the constant quest to improve for our clients, we are slightly modifying the format for our quarterly notes based on your feedback! Instead of the longer & more comprehensive notes each quarter, we’ll give our take on a few relevant topics throughout the year in a much shorter, easy-to-read format, starting with this note […]
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