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affinity
Sep 19, 20233 min read
Soft Landing Ahead
by Greg Lai, CEO & Lead Portfolio Manager Houston, we see the runway… Years ago, I had the occasion to fly into Denver airport, and as...
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affinity
Aug 17, 20233 min read
Housing Inflation Misunderstood
by Greg Lai, CEO & Lead Portfolio Manager A key category in the measure of inflation is housing inflation. In fact, housing is the...
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affinity
Aug 17, 20232 min read
Inflation is a Policy
Authored by Mike Petrino, Sr. Portfolio Manager The most recent measurements of the rate of inflation provide evidence of a significant...
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