Burrows Capital Investment Strategy

The Market Minute | Episode 15 | June 9

About Burrows Capital Investment Strategy Group Burrows Capital Investment Strategy Group (“BCIS”) is a research organization. BCIS offers a comprehensive range of investment research and economic and market commentary, designed to help its clients manage their assets through research, portfolio construction, model portfolios, manager research, and the analysis of risks embedded in investment portfolios. Burrows Capital Investment Strategy Group is headquartered in Webster, TX in the Greater Houston metro. BCIS is located at 224 Sandhill Street, Ste B, Webster, Texas 77598. Disclosures The views expressed in this publication are those of the author and do not reflect the views and opinions of any other entity or broker/dealer. The information provided in this publication is for informational purposes only and is not intended as legal, financial, investment, tax, or professional advice. Nothing in this publication constitutes a solicitation, recommendation, endorsement, or offer by Burrows Capital Investment Strategy Group or any affiliated entities. This publication is based on research and analysis conducted under specific circumstances and may not be applicable to all situations. It is recommended that investors conduct their own analysis or seek professional advice before making any decisions based on the information provided in this publication. The authors and publisher do not guarantee the completeness or suitability of the information contained herein and disclaim any liability for any direct, indirect, or consequential loss or damages arising from the use of, reliance on, or interpretation of this information. Any links to external websites provided in this publication are for informational purposes only and do not imply endorsement or approval of the linked content. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable. Investors cannot directly invest in indices. Past performance does not guarantee future results. All rights are reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the authors and publisher.

Downgrade Disarray, JGB Yields, Weak 20yr Auction | The Wednesday Call | Episode 16 | May 21

Show notes ⁠⁠here⁠⁠ [https://burrowscapitalis.substack.com/p/downgrade-disarray-jgb-yields-weak]. Find us in the following places: ⁠⁠⁠⁠⁠⁠⁠⁠https://substack.com/@burrowscapis⁠⁠⁠⁠⁠⁠⁠⁠ [https://substack.com/@burrowscapis] ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/104145585⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/104145585] ⁠⁠⁠⁠⁠⁠⁠⁠www.burrowscapis.com⁠⁠⁠⁠⁠⁠⁠⁠ [http://www.burrowscapis.com/] ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@BurrowsCapIS⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@BurrowsCapIS]

The Market Minute | Episode 14 | May 19

About Burrows Capital Investment Strategy Group Burrows Capital Investment Strategy Group (“BCIS”) is a research organization. BCIS offers a comprehensive range of investment research and economic and market commentary, designed to help its clients manage their assets through research, portfolio construction, model portfolios, manager research, and the analysis of risks embedded in investment portfolios. Burrows Capital Investment Strategy Group is headquartered in Webster, TX in the Greater Houston metro. BCIS is located at 224 Sandhill Street, Ste B, Webster, Texas 77598. Disclosures The views expressed in this publication are those of the author and do not reflect the views and opinions of any other entity or broker/dealer. The information provided in this publication is for informational purposes only and is not intended as legal, financial, investment, tax, or professional advice. Nothing in this publication constitutes a solicitation, recommendation, endorsement, or offer by Burrows Capital Investment Strategy Group or any affiliated entities. This publication is based on research and analysis conducted under specific circumstances and may not be applicable to all situations. It is recommended that investors conduct their own analysis or seek professional advice before making any decisions based on the information provided in this publication. The authors and publisher do not guarantee the completeness or suitability of the information contained herein and disclaim any liability for any direct, indirect, or consequential loss or damages arising from the use of, reliance on, or interpretation of this information. Any links to external websites provided in this publication are for informational purposes only and do not imply endorsement or approval of the linked content. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable. Investors cannot directly invest in indices. Past performance does not guarantee future results. All rights are reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the authors and publisher.

Tariff Pause, Equity Gains, Curve Steepening | The Wednesday Call | Episode 15 | May 14

Show notes ⁠here⁠ [https://burrowscapitalis.substack.com/p/tariff-pause-equity-gains-curve-steepening]. Find us in the following places: ⁠⁠⁠⁠⁠⁠⁠https://substack.com/@burrowscapis⁠⁠⁠⁠⁠⁠⁠ [https://substack.com/@burrowscapis] ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/104145585⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/104145585] ⁠⁠⁠⁠⁠⁠⁠www.burrowscapis.com⁠⁠⁠⁠⁠⁠⁠ [http://www.burrowscapis.com/] ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@BurrowsCapIS⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@BurrowsCapIS]

The Market Minute | Episode 13 | May 12

About Burrows Capital Investment Strategy Group Burrows Capital Investment Strategy Group (“BCIS”) is a research organization. BCIS offers a comprehensive range of investment research and economic and market commentary, designed to help its clients manage their assets through research, portfolio construction, model portfolios, manager research, and the analysis of risks embedded in investment portfolios. Burrows Capital Investment Strategy Group is headquartered in Webster, TX in the Greater Houston metro. BCIS is located at 224 Sandhill Street, Ste B, Webster, Texas 77598. Disclosures The views expressed in this publication are those of the author and do not reflect the views and opinions of any other entity or broker/dealer. The information provided in this publication is for informational purposes only and is not intended as legal, financial, investment, tax, or professional advice. Nothing in this publication constitutes a solicitation, recommendation, endorsement, or offer by Burrows Capital Investment Strategy Group or any affiliated entities. This publication is based on research and analysis conducted under specific circumstances and may not be applicable to all situations. It is recommended that investors conduct their own analysis or seek professional advice before making any decisions based on the information provided in this publication. The authors and publisher do not guarantee the completeness or suitability of the information contained herein and disclaim any liability for any direct, indirect, or consequential loss or damages arising from the use of, reliance on, or interpretation of this information. Any links to external websites provided in this publication are for informational purposes only and do not imply endorsement or approval of the linked content. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable. Investors cannot directly invest in indices. Past performance does not guarantee future results. All rights are reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the authors and publisher.