Welcome to Almond Confirmed
December 4, 2020
Write-Ups
The Year of Alternatives: Gotta Collect ‘Em All
Is big money moving into collectables? The last few months have seen large personalities, and known millionaires, enter the...
2020: The End of an Era
The latest U.S. business cycle expansion ended in February of 2020. This expansionary period was particularly noteworthy because it...
Portfolio Allocation Hypotheticals
When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the...
Chinese Risk Exposure Update
Sentiment has been increasingly turning negative on China this year. Three main developments I see at play are...
Where we stand YTD 4/14/2020
Almond Confirmed April 14th 2020 overview of where we stand year to date.