Newsletter
Thank you for navigating to our newsletter. Every quarter we share our market views, discuss portfolio positioning and review our outlook. Let us know if you find the content useful. Your feedback is always appreciated.
- The Election, Opportunities, Fed Cuts and Inflation – Entasis Highlights November 2024
- The Fed, Inflation, Opportunities and Defense – Entasis Highlights August 2024
- Recency Bias, Business Quality & Fed Policy – Entasis Chartbook 1Q2024
- A “Magnificent” Quarter, Inflation Moderation & Fed Pivot – Entasis Chartbook 4Q2023
- Are Equity Earnings & Economic Growth Sustainable – Entasis Chartbook 3Q2023
- The Magnificent Seven – Entasis Chartbook 2Q2023
- The Push & Pull of Growth and Inflation – Entasis Chartbook 1Q2023
- Improving Risk / Return Metrics – Entasis Chartbook 4Q2022
- Investor Return Gaps – Entasis Chartbook 3Q2022
- Risk Averse Management – Entasis Chartbook 2Q2022
- Managing Volatility – Entasis Chartbook 1Q2022
- A Picture is Worth 1,000 Words – Entasis Chartbook 4Q2021
- Tax Management, Labor Shortages and Inflation – Entasis Newsletter 3Q2021
- Lessons, Speculation and Economic Recovery – Entasis Newsletter 2Q2021
- Parasailing, Risk Management and Reopening – Entasis Newsletter 1Q2021
- Baseball, Perfection and Vaccinations – Entasis Newsletter 4Q2020
- Balanced Perspectives, Asset Class Divergence and Economic Uncertainty – Entasis Newsletter 3Q2020
- Fed Liquidity, PE Ratios and the Economy – Entasis Newsletter 2Q2020
- Key Market Drivers, Earnings and Bond Pricing – Entasis Newsletter 1Q2020
- Catalysts, Earnings and the SECURE Act – Entasis Newsletter 4Q19
- Focus, Cycles and Profit Margins – Entasis Newsletter 3Q19
- Foreign Small-Caps, Looking Forward Looking Back, and Corporate Earnings – Entasis Newsletter 2Q19
- Big Reversals, The Yield Curve and Home Country Bias – Entasis Newsletter 1Q19
- Corrections, Market Timing Risks and The Value of Valuation – Entasis Newsletter 4Q18
- Diversification, Overconfidence and Divergent Results – Entasis Newsletter 3Q18
- Emerging Markets, Performance Swings and Hard Decisions – Entasis Newsletter 2Q18
- Volatility, Infrastructure and the Definition of Normal – Entasis Newsletter 1Q18
- Bubbles, Focus Matters and Expanding Our Team – Entasis Newsletter 4Q17
- Damaging Investor Behavior, Home Country Bias and Relative Value Analysis – Entasis Newsletter 3Q17
- Passive Investing Trends, DOL Legislation and The Role of a Fiduciary – Entasis Newsletter 2Q17
- Reform, Potential Negatives and Known Positives, The Stars – Entasis Newsletter 1Q17
- Buffett Wisdom, The Election, Portfolio Views and Behavioral Biases – Entasis Newsletter 4Q16
- Market Notes, Portfolio Views, Seafarer and Fees – Newsletter 3Q16