Author: Bryce Goldbach

Dating back to our firm’s inception in 2018, we rarely have felt compelled to put pen to paper to help make sense of substantial intra-quarter events, given our long term-investing mindset. As investors, we try to discern what is noise from what is impactful. Furthermore, we acknowledge there always feels like a reason to be […]

“It was the best of times, it was the worst of times..” 1 -Charles Dickens As we reflect on the second quarter of 2024, it undoubtedly proved to be another solid quarter for risk assets as the S&P 500 Index delivered a total return of 4.3%2. All despite ongoing geopolitical uncertainty, the angst around growing […]

Recently a podcast host referenced a Charlie Brown comic book strip where Marcie, Linus, and Charlie Brown are lying on their backs looking at the clouds. Each character is asked what they see, and they all describe something wildly different. It’s easy to draw parallels to this comic book strip and how our central bank, […]

“Forecasts create the mirage that the future is knowable.” -Peter Bernstein, Economist1 Thirty-eight economists were polled by Bloomberg mid-December 2022 and asked to share their forecast on the odds of a recession in 2023. Seventy percent believed the US would enter a recession in 2023.2  This poll, while only one measure, was reflective of a […]