Entries by David Matias

Fallout From U.S. Election Results

Dear Members of the Vodia Community, Well, I don’t exactly know where to start.  The election results from Tuesday night are a turning point for this country and for the world in a way that I never expected to witness in my lifetime.  Unfortunately, it points to a distressing chapter in our history.  I have […]

Focus on Fixed Income

In the last Live Market Update for our clients, we talked about the importance of the bond market in predicting economic conditions.  For all the talk about how the stock market is a perfect aggregation of information across all market participants (i.e. people), it actually does a pretty crummy job of predicting future economic troubles.  […]

Market Update July 2016

In the interests of timeliness and recognizing the upcoming holiday weekend, we are providing an abridged Market Update to address the immediate market movements. Overview June 24th almost looked like it would be the day of reckoning that the market bears have been waiting for.  Markets had been relatively calm for the entire quarter, with […]