October 25, 2023 - As if the atrocities of the Ukraine War were not enough, we woke up to a new reality this month in the Middle East. The threats of annihilation that Iran, Hamas, and Hezbollah have projected and promoted for decades is a
Blog Posts - Boston
Points and Miles Webinar
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Silicon Valley Bank (SVB) Failure
March 10, 2023 - Today’s news about Silicon Valley Bank (SVB) took everyone by surprise. In the span of just a few hours, the country’s 16th-largest bank went into FDIC receivership. Most of you will not have heard of SVB prior to today — they mostly
The Year of the Three Elephants
March 2, 2023 - Given how the markets began the year, you might suspect all is fine worldwide. Stocks were up, bonds were up, energy prices had stabilized, and inflation appeared to be abating. Yet we are far from being out of the woods and, in fact,
Five Things Investors Will Remember About 2022
By Avi Deutsch December 28, 2022 - All years are different, but some years are more different than others. For investors, 2022 falls squarely into the latter category, as many of the events that transpired represent a paradigm shift from the
Inflation Blues
By Avi Deustch September 22, 2022 - The release of the August inflation data this week marks a new and painful phase in the War on Inflation. It’s now obvious that the Fed was not only too late to raise interest rates, but that inflation has
As Summer Comes to an End
By David Matias August 26, 2022 - As the summer of 2022 comes to an end, the world looks like it is slowly turning upside down. Drought, war, pandemic, epic heat waves, and inflation are all in the headlines and on our minds. The confluence of
Are We There Yet?
By Avi Deutsch July 29, 2022 - It was only the summer of 2020, two years ago, that going to the supermarket felt like a risky undertaking and flying was reserved for emergencies. The economy shrank by 5% in Q1, and then by 31% in Q2, before
Big Stick Monetary Policy
By Avi Deustch June 30, 2022 - As the second quarter of 2022 draws to a close, the state of the U.S. economy is, in a word, perplexing. Real concerns around inflation and the Fed’s policy are buffered by low unemployment and a vibrant summer
Tapping the Breaks
By David Matias June 28, 2022 - It was a brutal week in the markets — all of the markets. While a decline in stocks has been percolating for months, it is painful to experience a decline across all asset classes. As with all bull markets, it isn’t
