Research and Insights

Research & Insights

Athos Capital Advisors – Monthly Newsletter – November 2023

Athos Capital Advisors - Monthly Newsletter November 2023 The Fed is Getting What it Wants The Fed is getting what it wants Inflation is going down Unemployment is going up Interest rates appear to have peaked This is good for most financial assets With two major tailwinds to the stock and bond...

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Athos Capital Advisors – Monthly Newsletter – September 2023

Athos Capital Advisors - Monthly Newsletter September 2023 Overview The stock and bond markets continued to sell off in September after a rocky August, marking the worst two-month stretch in the market this year In September, the S&P 500 was down -4.7%, Bonds were down -2.6%, and the 60/40...

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Athos Capital Advisors – Monthly Newsletter – June 2023

“The Generals Are Out Front” Athos Capital Advisors - Monthly Newsletter June 2023 Overview What’s driving the stock market Why bonds are still bad And why now it’s a great time to be an investor What’s driving the stock market? The stock market continues its march higher, carried almost entirely...

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Athos Capital Advisors – Monthly Newsletter – March 2023

“Flight to Safety” Athos Capital Advisors - Monthly Newsletter March 2023 Overview The first quarter of 2023 was an eventful start to the year, with volatility across asset classes and the collapse of the 17th largest bank in America.  The S&P 500 ended the quarter up 7.4%, propped up almost...

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Athos Capital Advisors – Monthly Newsletter – February 2023

Defying Gravity: How to Position a Portfolio to Benefit from Higher Interest Rates February 2023 Quote of the Month  “Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” - Warren Buffett...

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Athos Capital Advisors – Monthly Newsletter – October 2022

Athos Capital Advisors - Monthly Newsletter - October 2022 Quote of the Month  “A rich understanding of human psychology, a reasonable appreciation of financial theory, a deep awareness of history, and a broad exposure to current events all contribute to development of well-informed portfolio...

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