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Inflation Holdouts, Volatility, Relationship Driven Banking
Inflation Holdouts It’s great to see some of the major commodity prices fall back below their all-time highs. Lumber is now below its pre-Covid all-time high. That doesn’t mean Home Depot is going to give you a deal. Retailers are slow to pass on falling costs. Copper, wheat and corn remain elevated but not at all-time highs. Today’s big underlying…
Sundays at SoWa Open Market
SoWa is giving us more Sundays to love. The South End complex and artist guild is opening its doors to the public every Sunday this summer. Shop carefully curated hand-made goods such as jewelry, clothing, home goods, photography, ceramics, and more. Take home some home-grown products from local farmers and bakers or visit the food trucks. And finally, head to the studios at 450 Harrison Ave…
Opportunity, Forward Looking, AI
Opportunities Increasing All eyes are on the Fed and inflation metrics as investors try to find a place where they can confidently store and invest capital. The next CPI (inflation) print is on June 10th, representing the month of May. Public markets price every weekday, so this level of patience and interim uncertainty is difficult for investors. The Fed says…
Formaggio Kitchen’s Biannual Wine Preview
Get a sneak peek (and some generous sips) of the hottest wines this season at Formaggio Kitchen’s biannual wine preview. Guests will be able to try all of the staff’s favorite picks of these blush beverages for the warm months ahead, as well as nosh on snacks from the specialty store. Exclusive wine discounts will be offered that night only….
Complexity, Acquisitions, ESG
Complexity Markets of all kinds are feeling the rolling aftershocks of lockdowns, Covid variants, inflation, a hawkish Fed, and supply chain challenges. These complex dynamics create multiple cascading waves. Some waves end up canceling out, while others amplify our problems. While we wait for these aftershocks to roll through, market participants are attempting to toe the line between patience, fear…
Island Creek Raw Bar Open
Take advantage of the beautiful weather promised this weekend and head to Duxbury for the season opening of the Island Creek Raw Bar. Enjoy bay views along with your oysters, hot dogs, and beer or wine. Afterward, head across the street and have one more drink at the Winsor House, Island Creek’s food and hospitality flagship and off-hours HQ. Friday, May…
Fed Actions and The Story of Luna
Fed Actions On Monday we sent a note to all clients regarding current markets. Markets in 2022 have fallen fast. If you’re feeling down about your portfolio, you’re not alone. The Venture Capital Index tracking the portfolios of leading VCs is down over 55% in the last six months. The most successful modern hedge fund, Tiger Global, has lost 2/3rds…
Kentucky Derby at Fenway
Enjoy the time-honored Southern tradition of the Kentucky Derby a little closer to home at Time Out Market Boston. Enjoy a screening of the race, along with mint juleps brimming with bourbon at the bar. There will even be a mock horse race raffle benefiting The Greg Hill Foundation. In the spirit of the derby, be sure to don your…
FTX x SALT and Crypto’s Infrastructure Age
A significant crypto conference, Crypto Bahamas, was hosted last week by SALT, the crypto exchange FTX and FTX founder Sam Bankman-Fried. The SALT investment conference is an influential annual event for the traditional finance industry. This joint conference marked a big step forward in the ongoing merger between crypto and conventional institutional finance. While crypto is roughly 13 years old,…
