Our Thoughts
We produce regular and timely commentary on the markets and economy.
1Q22 Newsletter: Spillover effect
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 […]
Opportunities in Real Estate Roundtable Moderated by Defiant Capital Group’s Jonathan Dane, CIO
Jonathan Dane, Founder & CIO of Defiant Capital Group, recently sat down with a group of investors to discuss the real estate market and opportunities for investors. Watch the discussion at the link below. https://citywire.cadre.com/video/roundtable-debate
Thoughts on the Markets and Ukraine Crisis
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 […]
Defiant Capital Group Founder & CIO Jonathan Dane to speak at Smart Business Dealmakers Conference
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 […]
Markets are volatile (and that’s normal)
After last year’s relative calm in equity markets (the max drawdown for the S&P 500 in 2021 was just 6%) volatility has returned. Three weeks into 2022 the S&P 500 is down nearly 8% (and almost 9% below its January high), while the NASDAQ is officially in a correction and down 12% YTD (and off […]
2022 Outlook: Onward
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 […]
