top of page
Search
affinity
Jul 20, 20233 min read
When Leading Could Be Lagging
For most of us in the investment world, we have relied on tried-and-true economic indicators/signals that have generally been foolproof...
9 views0 comments
affinity
Jun 22, 20233 min read
Silicon Valley Bank meet B&L in Bedford Falls
by Greg Lai, CEO & Lead Portfolio Manager Silicon Valley Banks sudden takeover by the regulators brings memories of 2008 but this...
15 views0 comments
affinity
Jun 12, 20233 min read
"The Upside Down" of Oil
by Greg Lai, CEO & Lead Portfolio Manager “Stranger Things” was a Netflix blockbuster about a group of friends growing up in the 80s...
12 views0 comments
bottom of page