INSIGHTS
Explore our latest Thinking.
INSIGHTS
Explore our latest Thinking.
Market Commentary
Staying in the Pocket
07/18/2025
One of the most difficult skills for new surfers to master is staying in the “pocket”: that narrow zone on a wave where speed, control, and energy align. It’s easy to miss, especially for beginners who overwork the board or force turns instead of sitting in the sweet spot and letting the wave do the work.
Market Commentary
Positive Momentum for Equities-For Now.
02/18/2025
In the short term, equities appear poised to reach new highs, but as the year progresses, the likelihood of returning volatility is significantly increasing.
Market Commentary
The Fuel and The Flame: Decrypting Volatility Catalysts
01/27/2025
Why do some events over others have the capability to move the NASDAQ down ~3%? Is the latest move a bearish signal, or an opportunity?
Market Commentary
Its Quiet Out There.
12/15/2024
There's a great line from 80's action movies: “It’s quiet out there, too quiet.” This sentiment pretty much sums up the current state of equity market volatility as we approach the year's end.
Articles
The Long/Short Strategy
10/25/2024
Long/short equity strategies represent a sophisticated, risk-respecting approach to equity market exposure. In an era of heightened uncertainty, these strategies aim to reduce portfolio volatility and drawdowns without sacrificing return potential.
Articles
Momentum's Worst Enemy
08/27/2024
Momentum fuels powerful trends, but eventually, a new force emerges to challenge it: mean reversion. Understanding how to navigate between these two market dynamics can transform volatility into a strategic opportunity to protect capital and capture returns.
INSIGHTS
Explore our latest Thinking.
Market Commentary
Staying in the Pocket
07/18/2025
One of the most difficult skills for new surfers to master is staying in the “pocket”: that narrow zone on a wave where speed, control, and energy align. It’s easy to miss, especially for beginners who overwork the board or force turns instead of sitting in the sweet spot and letting the wave do the work.
Market Commentary
Positive Momentum for Equities-For Now.
02/18/2025
In the short term, equities appear poised to reach new highs, but as the year progresses, the likelihood of returning volatility is significantly increasing.
Market Commentary
The Fuel and The Flame: Decrypting Volatility Catalysts
01/27/2025
Why do some events over others have the capability to move the NASDAQ down ~3%? Is the latest move a bearish signal, or an opportunity?
Market Commentary
Its Quiet Out There.
12/15/2024
There's a great line from 80's action movies: “It’s quiet out there, too quiet.” This sentiment pretty much sums up the current state of equity market volatility as we approach the year's end.
Articles
The Long/Short Strategy
10/25/2024
Long/short equity strategies represent a sophisticated, risk-respecting approach to equity market exposure. In an era of heightened uncertainty, these strategies aim to reduce portfolio volatility and drawdowns without sacrificing return potential.
Articles
Momentum's Worst Enemy
08/27/2024
Momentum fuels powerful trends, but eventually, a new force emerges to challenge it: mean reversion. Understanding how to navigate between these two market dynamics can transform volatility into a strategic opportunity to protect capital and capture returns.
