Long/Short
Bank Capital Strategy
Leadership Team
Justin D’Ercole, CFA
Founder, Managing Partner and CIO
Amy Hazelton
Co-Founder
2025 Market Outlook:
Too Many Bonds
Invest and allocate on a dogmatic assumption that high interest rates were certain to slow and eventually stall the economy, causing the Fed to cut their policy rate and bond yields across the curve to fall.
Investor Newsletter
Q3 2024
On Thursday September 12th I had a zoom call with an Op-Ed editor from the Financial Times (“FT”). This Zoom came about following an unexpected call I received from a long-time acquaintance of mine…
2024 / 2025
Recap & Outlook
We anticipate a very challenging market environment in 2025 as a plethora of misguided 2024 market developments collide. However, the main driver will be investors’ inability to cauterize the wounds of deficit spending and…
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