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DF Market Update - October 2024
The market update itself remains positive across the board, with large cap growth leading the pack as a trend continuation. Despite the...

Kamaljit Somal
Oct 14, 20242 min read


The 2023 World Series and the 2024 Markets
Is there actually a difference in stock market performance depending on who wins the World Series?

Joshua Madden
Nov 14, 20234 min read


DF September 2023 Newsletter
Today, on August 30th, 2023, we witness a celestial rarity: a Blue Moon.

Kamaljit Somal
Sep 7, 20236 min read


Investing for US Expats - Discretionary Fund Management
“The most important thing is to invest. The second most important thing is to buy well.” - Naved Abdali Financial markets can be...

Brian Dunhill
Aug 7, 20235 min read


Investing for US Expats - Concentrated Positions and Diversification
“My theory of risk is that it is better to take a substantial holding of what one believes in than scatter holdings in fields where one...

Brian Dunhill
Jul 31, 20234 min read


Debt Ceiling Brinkmanship
When the government approaches or reaches its debt limit, it creates a situation where there is a risk of default.

Kamaljit Somal
May 23, 20233 min read


Environmental, Social and Governance (ESG): Aligning Investment Choices with Social Causes
We all have social causes that we care about. But there can sometimes be divergence in the causes we care about and our investment decisions

Kamaljit Somal
Sep 12, 20223 min read


Could the Price of Oil Hit $250 This Summer?
If it does, think of higher inflation, lower economic growth, and global recession.

Brian Dunhill
Jul 12, 20224 min read


Reasons for Inflation: US Inflation in 2022
Inflation generally happens due to changes in the demand and supply for different goods and services on a national or international level.
Isa Kettmann
Apr 29, 20223 min read
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