Our Thoughts
We produce regular and timely commentary on the markets and economy.
We produce regular and timely commentary on the markets and economy.
by Jonathan Dane
It has been a violent start to 2022 marked by volatility, war in Europe, and economic uncertainty. While the US appears to be largely insulated from much of the Russia/Ukraine economic headwinds, the impact of higher energy prices is weighing on economic growth and compounding inflationary pressures, just as the Fed embarks on a rate […]
by Defiant Capital Group
by Jonathan Dane
The events since 2/24/2022 (when Russia formally invaded Ukraine) have been astonishing and devastating. The resulting conflict, sanctions against Russia, and impact on businesses has become worse than anyone could have expected. The geopolitical intricacies of responses and the details of the economic sanctions remain to be seen, but the damage will likely be worse […]
by Defiant Capital Group
Defiant Capital Group Founder and Chief Investment Officer Jonathan Dane will be speaking at the Smart Business Dealmakers Conference in Pittsburgh on February 23, 2022. He will be discussing privately owned businesses, preparing for liquidity events, and key considerations for families of privately held businesses. If you would like to attend there is still time to […]
by Jonathan Dane
by Defiant Capital Group
Shifting to a slower growth environment, but with plenty of room to run It’s been nearly two years since COVID and economic lockdowns sent ripples through the global economy and supply chain network. Since then the US (and global) economy has not only rebounded, but catapulted into a new economic growth cycle spurred by massive […]
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