Avi Deustch

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

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

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

By Avi Deustch May 20, 2022 - If you’re having a hard time following what’s going on in the stock market, you’re not alone. This week it was poor financial results reported by Walmart, Target, and other retailers, that sent the stock market into

By Avi Deustch March 19, 2022 - The events of this past month mark a unique confluence of geo-political and macro-economic events that seemed all but impossible just months ago. To summarize a few: While the long-term effects of these events

By Avi Deutsch February 25, 2022 - The events of the past few days mark the culmination of years of more subtle challenges to a strained world order. Thirty-two years after the end of the cold war Russia has invaded Ukraine. This was done in

By Avi Deutsch December 23, 2018 - The yield curve made headlines last week with the inversion of the 2-year and 5-year government bonds followed by murmurs of a coming recession. With U.S. markets flashing red and the major indexes entering bear