Quarterlies

In my new favorite television show of the Great Quarantine,1 the lead character claims that the happiest animal on earth is the…
"Those who cannot remember the past are condemned to repeat it." – George Santayana, The Life of Reason "I’ve got news for…
Ok, so maybe not. No one really believes this, do they? We would venture to guess that no one reading this has…
We are in a market where demand for yield has resulted in a compression of expected returns from virtually every asset class…
By Venk Reddy Originally published in Q4 2017 letter Fixed income markets are different from equity markets. Let’s say that again. Fixed…
By Venk Reddy Originally published in Q4 2018 letter That was some end to 2018! Have you caught your breath yet? We’ve…
By Venk Reddy Originally published in Q4 2017 letter   Wall Street has a long history of convincing investors that something complicated…
By Venk Reddy Originally published in Q3 2017 letter “The four most expensive words in the English language are ‘this time it’s…
By Venk Reddy Originally published in Q4 2017 letter   When we started the Zeo journey, we remember having to explain to…
By Venk Reddy Originally published in Q4 2017 letter   With another new year upon us, we humbly reflect on the opportunity…

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