Recent Posts
Monthly Update - April 2023
May 3, 2023 •Nathan Willis
Confidence
Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...
Read MoreWeekly Investment Update April 24, 2023
April 24, 2023 •Nathan Willis
Key Events: Rapid Unscheduled Disassembly
Read MoreWeekly Investment Update April 17, 2023
April 17, 2023 •Nathan Willis
Key Events: Moderating
Read MoreMonthly Update - March 2023
April 10, 2023 •Nathan Willis
Bank Failure
The failure of Silicon Valley Bank (SVB) defined the month of March. SVB was the second largest bank failure in history (Washington...
Read MoreWeekly Investment Update March 27, 2023
March 27, 2023 •Nathan Willis
Key Events: We’re from the government, and we’re here to help
Read MoreWeekly Investment Update March 20, 2023
March 20, 2023 •Nathan Willis
Key Events: Systemic Risk Fears
Read MoreWeekly Investment Update March 13, 2023
March 13, 2023 •Nathan Willis
Key Events: The biggest bank failure since 2008
Read MoreMonthly Update - February 2023
March 6, 2023 •Nathan Willis
Reality Check
Markets retreated this month after January’s strong returns.
- Minutes of the January 31 – February 1 Fed meeting reflected expectations...
Weekly Investment Update February 27, 2023
February 27, 2023 •Nathan Willis
Key Events: A grim anniversary
Read MoreWeekly Investment Update February 20, 2023
February 21, 2023 •Nathan Willis
Key Events: Goldilocks had a bad week
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