Authored by Mike Petrino , Sr. Portfolio Manager “Markets can remain irrational longer than you can remain solvent.” - John Maynard Keynes...

by Greg Lai, CEO & Lead Portfolio Manager Houston, we see the runway… Years ago, I had the occasion to fly into Denver airport, and as...

by Greg Lai, CEO & Lead Portfolio Manager A key category in the measure of inflation is housing inflation. In fact, housing is the largest expense for the average US household and is more than a third of the CPI calculation by weight. Typically, housing costs tended to be stable, but Covid-19 changed all that as housing costs skyrocketed. During the Covid years rent grew as much as 15% annually. The above chart represents the result of the massive Fiscal Policy followed b