Auour Thoughts
  • Home
  • About
  • Auour Thoughts
Sign in Subscribe

Joseph Hosler

Joseph Hosler
Strategic Uncertainty

Insights

Strategic Uncertainty

Adjusting the Equation in Real Time GDP = C + I + G + (X – M). The above equation provides one way to conceptualize economic activity for a country. It makes the relationship between Consumption (C), Investment (I), Government spending (G), and the difference between exports and imports (X-M). Simple in form. Impossibly

30 May 2025
Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q1 2025

Insights

Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q1 2025

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Boston, MA—May 20, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF

20 May 2025
Auour Investments Named PSN Top Guns Manager of the Decade for Global Fixed Income for Q4 2024!

Insights

Auour Investments Named PSN Top Guns Manager of the Decade for Global Fixed Income for Q4 2024!

Auour Investments Named Manager of the Decade for Global Fixed Income for Q4 2024 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Boston, MA—March 6, 2025— Auour Investments announced today it has been named to the celebrated

10 Mar 2025
The Carry Trade

Insights

The Carry Trade

The Carry Trade Given the volatility in the markets over the past few days, we thought it wise to address our thoughts surrounding it. Please understand that the observations and opinions shared below can change as new information becomes available. Last Wednesday, the Governor Ueda of the Bank of Japan

08 Aug 2024

Blog

Auour Investments Named to PSN Top Guns List of Best Performing Strategies for 1Q 2024

Media Contact: Keller Schlueter Auour Investments kschlueter@auour.com (617) 326-8211 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Wenham, MA—May 22, 2024— Auour Investments announced today it has been named to the celebrated PSN Top

24 May 2024
Is It Possible?

Insights

Is It Possible?

Recently, we've been confronted with a few questions: Is it possible that we might avoid a recession? Has inflation been controlled without a surge in unemployment? And, can banks and commercial real estate weather the Federal Reserve's significant rate hikes? The graphic below, depicting how often

29 Apr 2024
Auour First Decade

Insights

Auour First Decade

As the year draws to a close, we extend our heartfelt gratitude to all those who have accompanied us on this remarkable journey. This year marks our tenth anniversary, and it has been a decade filled with significant milestones. Among them, we celebrated the ten-year anniversaries of our first

30 Dec 2023
Resetting Expectations

Insights

Resetting Expectations

“If I can be optimistic when I’m nearly dead, surely the rest of you can handle a little inflation” – Charlie Munger, Vice Chairman of Berkshire Hathaway (99 years old) We've been saying for a while that today's market landscape is shaping up to be quite

03 Nov 2023
Now It Gets Interesting

Insights

Now It Gets Interesting

In our first note of the year, we said patience would be required as the world worked through high inflation and tightening monetary conditions. We suggested that the last 20 years have conditioned investors to assume economic events happen quickly and resolve quickly. We cautioned that this time may be

29 Aug 2023
Dollar Dominance

Insights

Dollar Dominance

Dollar Dominance The media often plays up the narrative that the U.S. dollar is about to lose its dominance. We can understand investors’ fear but cannot find an argument that warrants the decline in dollar power. We could find reasons to think the dollar may lose some value relative

11 Jul 2023
Prescribed Fire

Insights

Prescribed Fire

Prescribed Fire White oaks are large, deciduous trees native to eastern North America. The wood from the white oak is highly valued for its strength, durability, and resistance to decay and insect damage. It is also appreciated for its lack of porosity, making it vital to the spirits industry, which

26 May 2023
A Nudists' Beach?

Insights

A Nudists' Beach?

Warren Buffett famously said, “Only when the tide goes out do you learn who has been swimming naked,” which seems appropriate right now. With the period of easy and plentiful money in the rearview mirror, we see cracks within some banks agitating the investment markets. At first, it was one

25 Mar 2023
See all

Auour Thoughts

Thoughts, stories and ideas.

Auour Thoughts

Thoughts, stories and ideas.

Auour Thoughts
  • Sign up
Powered by Ghost