Touch and Go: Soft Fed Landings
|June 8, 2022
The old Naval Air Station in Charlestown, RI was right next to the summer house we lived in as kids. Aviators would fly training patterns over our heads, circle back to the airfield, touch wheels down, and head around again…
▶︎ Read May 30 2022 newsletter: here
▶︎ Chart of the Week: here (by Natixis, BEA, NBER)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.