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Market Insight

1Q22 Newsletter: Spillover effect

April 8, 2022
Posted 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 […]

Opportunities in Real Estate Roundtable Moderated by Defiant Capital Group’s Jonathan Dane, CIO

March 21, 2022
Posted By Defiant Capital Group

Jonathan Dane leads Cadre Roundtable

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

March 7, 2022
Posted 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 […]

3Q21 Newsletter: A late-quarter stumble, but the recovery continues

October 11, 2021
Posted By Defiant Capital Group

S&P 500 EPS vs. S&P 500 PE vs. 10 Year Treasury Yield

Global growth optimism weakened in late-3Q sending equity markets lower and Treasury yields higher. That said we continue to see opportunity for growth in the global economy in the intermediate term as supply chain bottlenecks and labor market imbalances reset and adjust for persistently higher consumer demand. Inflationary pressure and fiscal uncertainty remain the biggest […]

Private Credit Opportunities within a Holistic Alternatives Portfolio

September 13, 2021
Posted By Jonathan Dane

Private market investments, a key component of an alternatives portfolio, can provide opportunities to generate non-correlated returns within portfolios and enhance overall portfolio risk/return, while still providing for meaningful upside. At Defiant Capital Group we believe alternative asset portfolios should be built holistically like any other asset class (e.g. equities), with one of the key […]

The housing market is hot, but a bubble isn’t likely

August 2, 2021
Posted By Jonathan Dane

The housing market is on fire as home prices continue to rise, even as lumber costs come down. A quick look at the data behind this housing market suggests a strong consumer behind the demand, which leads us to believe a meaningful price correction in housing is unlikely. QUICK TAKE During the last housing bubble […]

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