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Second Quarter Recap

In this episode, Bill Harris and Bryden Teich discuss the Avenue Q2 2020 Quarterly Letter and some of the things investors should be thinking about for the second half of 2020.

A Case Study On: Devaluation

The level of US Government debt was an issue before this recent crisis. Now we believe excess debt will come to define financial markets in the coming years.

Q2 2020 Letter

In this quarter’s letter we would like to give our assessment of the many contradictions of financial orthodoxy in which we now find ourselves. The economy is in terrible shape and yet the stock market has had a strong rebound from the March 23rd low.