One of Doxa’s axioms is “every number has a story and every story can be told in numbers.” It’s a good one to live by given the many narratives we sift through daily – the sheer volume of information in our digital age is like drinking from a fire hose. For us, everything is about […]
Last week, The Washington Post asked 9-year-old Clarke Smith to describe 2020: “It’s like looking both ways to cross the street and then getting hit by a submarine.” Not a bad metaphor, right? In a year with unknowns constantly lurking, we doubled down on our core principles and managed to turn a crazy year into […]
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.
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” i Do we know ‘for sure’ the past years market returns were because of a robust economic backdrop?
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** In the early 1900’s, Albert Einstein famously wrote, “The definition of insanity is doing something over and over again and expecting a different result.”1 This saying could be argued as the rallying cry a near century later in 2016 for democracies across the […]
