May 20, 2025

2025 Q1 Quarterly Macro Review

The first 100 days of Trump’s Presidential term has been disorienting. Rather than focus on one objective, he’s attempting a wholesale change of government, immigration, education, and trade. Everything, Everywhere, All at Once.

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For the investment world, 2021 was an absolute capital markets party. In the face of the pandemic, money rained from th…

2020 Q1 Quarterly Macroeconomic Review

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BFO's 3rd Quarter 2021 Review

The pandemic of 2020 will be remembered as a key moment in each of our lives. Looking into this unknown in March of 202…