Santa Fe Advisors, LLC

Investment advisor for individuals and institutions


The Rhythm of Financial Crises»

October 5, 2021 –

In our most recent market strategy meeting, we reviewed several historical financial and stock market crises in an attempt to find commonalities that might offer useful perspective on the current investment landscape. While no brief commentary could adequately depict the complex series of events leading to any crisis, there are themes, generally involving human behavior, read more»

Inflated Worries»

July 13, 2021 –

Among the silver linings of the difficult past year have been the rapid recoveries in global economies and markets. In the US, corporate earnings and aggregate economic activity have now exceeded pre-COVID peaks. Inflated Worries

How Diversified is Your Index?»

April 9, 2021 –

With the rise of the S&P 500 as the primary benchmark for US large company equity returns, we thought it would be useful to cast some light on exactly how diversified this index is….or is not. Why is this useful? Because many investment portfolios seek to replicate the performance of the S&P 500, and many […]

If You Had a Crystal Ball»

January 25, 2021 –

Imagine that you had a crystal ball, which granted you the ability to see major future events before they occurred. To view the entire article, click on the following link:2021 01 25 If You Had a Crystal Ball

Strange Days»

October 14, 2020 –

In recent days I have struggled to settle on a theme for this commentary, particularly how I might synthesize into a brief note the important takeaways from monumental events that have converged in 2020. To view the entire article, click on the following link: 2020 10 14 Strange Days

Money Tsunami Drives Recovery»

July 20, 2020 –

The wild ride continues. After the COVID-19 virus prompted an economic shutdown resulting in roughly a 17% drop in global economic output, economies around the world are rapidly re- opening and growth is quickly accelerating. To view the entire article, click on the following link: 07 20 2020 Money Tsunami Drives Recovery