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Matthew Schechter

Arbor Capital Quarter 2 Investment Letter 2023

It has been an interesting last few months. Four banks disappeared in the first half of 2023: Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank. Circumstances may differ though all

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news
Matthew Schechter

Arbor Capital Quarter 1 Investment Letter 2023

Something broke.  Four banks have disappeared in the past few months.  Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank.   Circumstances surrounding the downfall of each bank may differ.  What they have

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news
Matthew Schechter

Arbor Capital Quarter 4 Investment Letter 2022

The December quarter saw volatility again.  A rally in equities started right at the beginning of October through November, only to see a sharp decline again in December.   The bond markets continued a decline

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news
Matthew Schechter

Arbor Capital Quarter 3 Investment Letter 2022

The last quarter saw extreme volatility with a significant upswing in the financial markets in July into mid-August, followed by a dramatic drop in equities and fixed income through the end of the September quarter.

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