Markets

Nov 14, 20234 min

The 2023 World Series and the 2024 Markets

Is there actually a difference in stock market performance depending on who wins the World Series?

Sep 7, 20236 min

DF September 2023 Newsletter

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

Aug 7, 20235 min

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...

Jul 31, 20234 min

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...

May 23, 20233 min

Debt Ceiling Brinkmanship

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

Sep 12, 20223 min

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

Jul 12, 20224 min

Could the Price of Oil Hit $250 This Summer?

If it does, think of higher inflation, lower economic growth, and global recession.

Apr 29, 20223 min

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.

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