by Avenue Investment Management | Jul 24, 2020 | Podcasts
Recorded on July 23, 2020 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. Information relating to investment approaches or individual...
by Avenue Investment Management | Jul 10, 2020 | Case Studies
Download 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. Our conclusion is that there is simply too much debt to be paid back in real terms. In the case of...
by Avenue Investment Management | Jul 10, 2020 | Quarterly Letters
Download “Face reality as it is, not as it was or as you wish it to be.”Jack Welch, Former CEO of General Electric 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...
