"Wake me up when September ends." - Green Day
Good riddance Q3.
The Summer rally proved to be short-lived, with equity markets giving back their gains (and then some). Interest rates and bond prices continue to defy any sort of precedent. In short, this historically challenging year for investors has continued to test the patience and discipline of many.
Here's hoping we get some relief to close out the remaining three months of the year!
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Now on to the latest installment of The Paper Trail...
This month's research roundup covers:
- Mitigating line-item risk with diversifying strategies
- Neutralizing sector exposures in equity portfolios
- Single-family rental investments
- The opportunity in publicly traded REITs
- Replicating VC returns in public markets
- Bitcoin's developer community
- And much more!