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The Confluence Mailbag – Small Caps, Stablecoins, and Strategy Shifts (8/20/25)
Episode 269
Published 11 months ago
Description
In our August Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, examine the recent underperformance of small caps and emphasize the importance of focusing on quality companies. They review shifts in Confluence’s asset allocation models amid abrupt policy changes and share key lessons learned. Bill and Mark also consider the outlook for stablecoins, the decline in publicly traded companies, and offer a quick insight on tariffs. Finally, they respond to an intriguing question on mine production and opportunities in hard assets.
To submit a question for a future episode, email mailbag@confluenceim.com