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Latest posts

Are we looking at a market top for equities?  What’s your plan?
Jerry Murphey

Are we looking at a market top for equities? What’s your plan?

Consider that, through Friday, April 12, 2024, the S&P 500 Index (SPX) is up roughly 8%.  This comes on the […]
Are CLOs Right for Your Portfolio?
Zach Leeds

Are CLOs Right for Your Portfolio?

Are CLOs Right For Your Portfolio? During 2023, the Credit Suisse Leveraged Loan Total Return Index (CSLLI) was up 13.0% […]
Captive Data Sets: The Global Economy’s “New Oil”
Mark Scalzo

Captive Data Sets: The Global Economy’s “New Oil”

In combination with semiconductor chips, captive data sets are now the global economy’s “new oil.”  And software companies that sell […]
Green Shoots in Industrial Real Estate
Zach Leeds

Green Shoots in Industrial Real Estate

While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and […]
Big Tech’s Energy Needs vs Climate Agenda
Mark Scalzo

Big Tech’s Energy Needs vs Climate Agenda

Generally, big tech has been very supportive of climate change initiatives around the world.  Many tech companies have increasingly sought […]
Our Take on the Latest ESG Controversy
Jerry Murphey

Our Take on the Latest ESG Controversy

If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]
How Will Mexico Play its Economic Winning Hand?
Mark Scalzo

How Will Mexico Play its Economic Winning Hand?

While the US still dominates total dollars of foreign direct investment (“FDI”) into Mexico, China is Mexico’s fastest growing source […]
Snowballs and the Chinese Market Meltdown
Mark Scalzo

Snowballs and the Chinese Market Meltdown

From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]
Say Goodbye to Pricing Power and Hello Purchasing Power
Mark Scalzo

Say Goodbye to Pricing Power and Hello Purchasing Power

The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]
The Walgreens’ Debacle: Dog Catches Car
Mark Scalzo

The Walgreens’ Debacle: Dog Catches Car

Late last week, investors got a surprise when Walgreens Boots Alliance (TKR: WBA) announced that it would be slashing its […]
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The information contained in this website is for informational purposes only and should not be construed as personalized investment advice or recommendations. This website does not contain any solicitation to buy or sell particular securities and is only intended for clients and interested investors residing in states in which the advisor is filed or where an exemption or exclusion from such filing exists. Advisory services are offered through Validus Investment Advisors, formerly doing business as “Validus Growth Investors”, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. Past performance is no guarantee of future results. Investments inherently carry risks including the loss of principal which the client should be prepared to bear. If you are considering an investment, you should seek independent advice on the suitability of the particular investment.