Welcome to Capital Revelations, our platform for education and commentary regarding the issues we are passionate about.
We expect to write a short piece whenever inspiration prompts us to do so, probably once or twice a month. Expect the topics to mirror the prominent topics of our website, but through the lens of the three primary forms of capital - human (intellectual and social), physical, and financial. We hope to share what experience, conversation, and literature have revealed to us regarding the beneficial utilization of the various forms of capital we all possess. And of course, we welcome any comments or feedback you might have. Enjoy!
This recalibration of our policy stance will help maintain the strength of the economy and the labor market… – Federal Reserve Chairman Jerome Powell Ongoing economic growth, improving inflation, and the first of what is likely to be multiple, periodic rate reductions by the Federal Reserve all fueled yet another quarterly advance for...
We are strongly committed to returning inflation to our 2 percent goal in support of a strong economy that benefits everyone. – Federal Reserve Chairman Powell U.S. Equities delivered another positive performance during the second quarter, led once again by information technology and communications stocks, and in particular, a small cadre...
Part 4 – A Pragmatic Approach to Aligning Your Investment Strategy to the Catholic Faith In part three of this series we explored the Catholic Church’s Socially Responsible Investment Guidelines, framing them as an alternative to ESG approaches for Catholic investors wanting to align their investment portfolios with the Social Justice Doctrines of the...
Part 3 – Are Morally Responsible / Christian-based Investment Strategies the Answer to ESG? In the second part of this series, we looked at the divergence between the mainstream ESG framework and Catholic Social Justice Doctrine, highlighting how, though the goals may be the same, ESG’s incomplete and inaccurate perspective of the human person...
The economy has made considerable progress toward our dual-mandate objectives. – Federal Reserve Chairman Jerome Powell The first quarter of 2024 concluded with another solid gain for global equities, driven in part by ongoing U.S. equity market leadership. U.S. equities rose consistently throughout the quarter to record the best start to a year...
…we believe that our policy rate is likely at or near its peak for this tightening cycle… – Federal Reserve Chairman Jerome Powell 2023 ended in appropriate fashion, with impressive returns to cap a year of impressive returns. Investors rang in the New Year optimistic the Federal Reserve has guided the economy into...
I wrote the following article for the Chartered Financial Analyst Institute (CFAI) to be published on their website Enterprising Investor. The article is free to read on the CFAI site without a subscription, but I’ve included it below for your convenience. An Answer to “Crypto’s Unanswered Question: At What Price?” A few foundational microeconomic...
Part 2 – The Challenges Implementing an ESG Investment Strategy Using a Catholic World View In the first part of this series, we looked at the foundational similarities between ESG-focused investment strategies and the Catholic Church’s social justice doctrine, highlighting the broad parallels and framing the ESG approach as an expression of Catholic social...
Part 1 – The Nexus Between ESG Investment Philosophies and Catholic Social Justice Doctrine It’s hard to spend more than ten minutes perusing an investment-related website or news source without coming across at least one article focused on the topic of ESG-based investing (Environmental, Social and Governance). At roughly $20 trillion, depending on the...
And ultimately, though, there’s so much uncertainty around these things. – Federal Reserve Chairman Jerome Powell Financial markets struggled during the third quarter. Resilient economic activity, elevated equity valuations and a re-evaluation of the Federal Reserve’s determination to maintain restrictive monetary policy pushed bond yields up and both stock and bond prices down....
Copyright by Third Day Capital Management. All rights reserved.
Copyright by Third Day Capital Management. All rights reserved.
Third Day CapitalHow to Contact Us?
7 AM - 3PMOUR LOCATIONSWhere to find us?
4600 S Syracuse St 9th Floor, Denver, CO 80237
Third Day CapitalHow to Contact Us?
7 AM - 3PMOUR LOCATIONSWhere to find us?
4600 S Syracuse St 9th Floor, Denver, CO 80237
