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!
I try to learn from the past, but I plan for the future by focusing exclusively on the present. – Donald Trump U.S. equities concluded 2024 with yet another advance, delivering positive results for the eighth quarter out of the last nine. The AI fervor that began in the spring of 2023 continues...
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...
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...
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...
Sorry to interrupt the festivities Dave, but I think we’ve got a problem. – HAL 9000 (2001: A Space Odyssey) Global equity markets advanced during the second quarter, building on the first quarter’s strength. Investors, clamoring to board the Artificial Intelligence hype train, crowded into a concentrated basket of technology and technology-related stocks,...
I wrote the following article for Trusts and Estates Magazine, which was published in its March issue, and posted on its website. For those without a subscription to the magazine, you can read the article in its entirety here. It’s hard to watch or read the news without seeing another story about the sharp...
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
