Investor Letter 3Q23
https://www.linkedin.com/pulse/3q2023-investor-letter-zachary-mineur-cfa2Q23 Investor Letter
https://www.linkedin.com/pulse/2q23-investor-letter-zachary-mineur-cfa
Insights 2.24.22 – Russia & Ukraine
As was largely expected, Russia engaged in offensive military action against Ukraine today. It is unclear at this time what the extent of the incursion will be and what the goal of the Kremlin is. For a context of where…
Independent Insights – The New Boogeyman in Town – 6.4.21
On June 12th, the Phillies will play the Yankees at Citizens Bank Park in front of what could be a capacity crowd of over 43,000 fans. In the past few weeks we have seen full capacity crowds also return to NBA…
Insights – The French Revolution of Finance? – 1.29.21
The French Revolution of Finance? These past several days we have witnessed a rise of a new force in the market, one that has threatened the very existence of some of Wall Street’s largest players. Using the website Reddit, and a…
Independent Insights 11.20.20
What an amazing cover we saw on The Economist this past week. Indeed, the vaccine news out of both Pfizer / BioNTech & Moderna blew the doors off the expectations. Many were hoping for a 60-70% efficacy rating on these first…
Independent Insights 10.27.20
It is not an overstatement to suggest that the events of the next few weeks are a global inflection point of tremendous magnitude. Have we seen the worst of this pandemic, or will a resurgence of hospitalizations, lockdowns, and deaths…
Independent Insights 9.8.2020
With Joe Biden’s selection of Senator Kamala Harris as his running mate, the stage is set, and we are entering the sixty-day sprint to the 2020 election. This election cycle is obviously unique for many reasons, and Covid-19 will serve as…