Coffee With Andrew

CwA: Tis the Season

I want to begin by saying that nothing makes me happier than waking up to a pleasantly brisk cool morning following the dreadful summer heat. Although I have lived in Texas my entire life, I have yet to become accustomed to the blistering summer days, and probably never will. So, it goes without saying that Thursday’s delightful cold front brought...

CwA: Frothy Coffee

What a week!!! After posting a tweet that went viral regarding 3x levered Tesla ETF (Exchange Traded Fund), the stock market, more so the Tech sector, began its much overdue market pullback. Now, I am not saying my tweet was the catalyst, or maybe it was 😊, but it signified how frothy the market has/had become. Needless to say, asset...

CwA: Bloomberg Television Interview!

Happy Saturday- I have been very much looking forward to our coffee today as I have wanted to share an exciting pinnacle from the week! As you may know, our firm had its first debut on Bloomberg TV on Wednesday evening to talk about the financial markets and economic outlook. We are very fortunate to be able to present our...

Back to School Guide – Macro Investing

I’ve always marked the end of July as the unofficial end of summer- many families return home from their summer escape, children prepare for the next school year, businesses re-affirm their year-end targets, and so forth, we thought it would be timely to provide our Back to School Guide for macro investing. As we’ve discussed over previous cups of coffee,...

CwA: Brass Tacks

One of the most challenging things we face as investors is overcoming what is known as the wall of worry. Without a doubt, uncertainty has permeated through the financial markets and investor’s minds, and rightfully so. In a matter of just a few months, we have entered into a recession, battled COVID-19, witnessed an abrupt deleveraging and liquidity crunch, experienced...

CwA: Table For One

It seems like only yesterday when I was all but laughed out of the room when I sounded the alarm on the business cycle entering its last stage. It was January 2018 when I began expressing my thesis for a seismic regime change in financial market leadership and mounting stress within the economic system. During that time, we had just...

Defensive Sectors Win the Game
CwA: Changin’ the Tune

  I’m glad to be back! It has been a few weeks since we’ve chatted over our last cup of coffee. Admittedly, I have been bolted to the chair with the sole focus of staying abreast of the the ever-changing dynamics unfolding within our financial markets. Needless to say, there has a been a myriad of cataclysmic moments as COVID-19...

CwA: CARES Act

Good Morning, Thank you for joining me over coffee today. I must admit that this quarter-end is met with bittersweet feelings as we conclude and reflect upon the end of one of the most turbulent 1st quarters in economic and financial market history. Although we are incredibly proud that our investment process and wealth management techniques enabled our clients to navigate...

Side-by-Side into the Great Unknown

I am glad you’re joining me today. I have very much been looking forward to taking a breather while we sit and try to relax over this decaffeinated cup of coffee.  The last three weeks have been nothing short of historic with the protective measures put in place from the on-going coronavirus pandemic thus prompting unprecedented distortions in the financial...

We’re With You

It has been a challenging few weeks not only for investors alone but for the many affected personally and economically from the emerging COVID-19 pandemic. While there are several financial topics to discuss, we felt it was most appropriate to first and foremost re-iterate our commitment to serving each one of you, be it client or DelosCA friend, during this...