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
David Matias
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,
Live Market Update – January 13, 2023
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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
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
