Finding Opportunity In Disruption
Defiant Capital Group’s Chief Investment Officer, Jonathan Dane, recently spoke with Smart Business Dealmakers about launching the firm, his perspective on how the investor mindset has changed over the years since, and offered tips on post-business investment life. Read the article and listen to the podcast at the link below. Smart Business Dealmakers – Finding […]
Heroes and Slobs
LITTLE LEAGUE and STOCK OPTIONS My athletic career was very brief in that it was limited to my early years in Little League. Our coach had one practice exercise where we all sent to the outfield and required to catch fly balls that he would hit to us. If you caught the fly ball hit […]
1Q23 Newsletter: A Bumpy, but Strong, Start for Markets as the Economic Outlook Remains Uncertain
Markets finished 1Q higher after a bumpy ride in both equity and fixed income. Uncertainty is likely to persist as the most pressing economic questions around Fed policy, banking sector stability, inflation, and corporate earnings remain unanswered. KEY POINTS Banking sector turmoil, inflation and the Fed cloud the outlook Exhibit 1:Key Markets Performance in 1Q23 […]
2023 Outlook: Moving on
Turning the page and awaiting the consequences of 2022’s historic tightening cycle Introduction by Jonathan Dane, CFA To say markets were challenged in ’22 is an understatement. The combination of inflation, the Fed’s unwavering constitution to keep raising rates, the war in Ukraine, and uncertainty over the trajectory of the global economy all weighed on […]
Five Nations Capital Group joins Defiant Capital Group, Enhancing Defiant’s Wealth Management Expertise
The addition of Five Nations to Defiant Capital Group enhances Defiant’s wealth management capabilities, allowing for a wider breadth of investment and consulting services. PITTSBURGH, PA / December 30, 2022 — Defiant Capital Group (“Defiant Capital”) is excited to announce that Five Nations Capital Group (“Five Nations”) is joining Defiant Capital Group. The addition of […]
3Q22 Newsletter: Aggressive Fed Policy Weighs on Markets
Odds of a deliberate Fed-induced recession increased materially in 3Q, dragging markets lower. Should a recession occur in ’23 we think strong labor markets and consumer balance sheets can provide economic support and limit the magnitude of slowdown. Near-term markets are likely to remain volatile as the Fed aggressively combats inflation, and we suggest investors […]