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Satellite Orbits – June 2021

When looking to understand recent developments in the space industry – and the significance of changes that have come in part from SpaceX – it is important to first understand how satellites differ from one…
Commentary

The Space Industry – June 2021

It’s a star, it’s a plane, it’s a…  If you look up at the night sky long enough, a “shooting star” might eventually catch your eye. This point of light is different though, because unlike…
Commentary

Canso May 2021 Market Observer

The very first thing a university student learns in Economics 101 is that an economy exists to efficiently allocate scarce goods. A corollary is that a financial system exists to allocate the scarce capital of…
Commentary

Canso April 2021 Corporate Bond Newsletter

We hope you and your loved ones are healthy and safe, wherever this note finds you. Governments across the globe are desperate to return life to normal as quickly as possible from the rolling waves…
Commentary

Canso February 2021 Corporate Bond Newsletter

12 months seems a lifetime ago. Then, across all portfolios, including those with allowances to invest in high yield, we were very conservatively positioned. In expensive markets, capital preservation and liquidity is our imperative. Canso…
Commentary

Canso January 2021 Market Observer

We welcome you to the “Raging 2020s”. This is the best description we can come up with for what we think will happen in the year and years ahead. But you ask, why “raging” instead of…
Commentary

Canso October 2020 Market Observer

We write this newsletter with President Trump of the United States back in the White House after being hospitalized for COVID-19. He was reportedly transported by helicopter “while he could still walk” to avoid the…
Commentary

Canso July 2020 Market Observer

Our last two Market Observers have been polar opposites in their counsel. The January edition was entitled “Full of Bull” and blared caution on the speculative financial markets: Read the full newsletter at the link…
Commentary

Canso June 2020 Corporate Bond Newsletter

There is no way to sugarcoat it. The change came overnight. We went from ebullience on the economy and the financial markets to utter despair. Hundreds of thousands have died globally. Millions are sick and…

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