https://www.camelotportfolios.com/commentaries daily 0.75 2025-09-17 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617199211106-RT9PHWTOGN1DQN76Q190/KA+2021+Zoom+Background+%281%29.jpg Camelot Commentaries https://www.camelotportfolios.com/commentaries/2025/9/17/cracks-in-labor-market monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/ae91b98d-c415-43a2-b922-4354084956b9/1.png Camelot Commentaries - Cracks in Labor Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/563d1afd-abb2-40d1-a156-cb899c10d912/2.png Camelot Commentaries - Cracks in Labor Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - Cracks in Labor Market - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/8/18/stagflation-dilemma monthly 0.5 2025-08-18 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/221f5eca-d0eb-4c9c-a618-7b62fa9fc82b/1.png Camelot Commentaries - Stagflation Dilemma - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - Stagflation Dilemma - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/7/9/looking-for-trade-deals monthly 0.5 2025-07-09 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/26d1ec47-7297-493f-adf2-daafd7db41c5/1.png Camelot Commentaries - Looking For Trade Deals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - Looking For Trade Deals - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/5/13/president-trumps-market-calls monthly 0.5 2025-05-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/5dc8053f-eb99-491b-a068-b014a843e6ad/1.png Camelot Commentaries - President Trump’s Market Calls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - President Trump’s Market Calls - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/4/14/international-trade-policy-game-of-chicken monthly 0.5 2025-04-14 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - International Trade Policy: Game of Chicken - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/3/24/no-trump-put-for-now monthly 0.5 2025-03-24 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/2508b47c-8c9a-4274-98c7-261fc1f3ef06/1.png Camelot Commentaries - No Trump Put, For Now? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1727716865482-LVHR4WWBRFAK0NH7RC0X/24.09.17-headshot-McKenzieandKeels-004.jpg Camelot Commentaries - No Trump Put, For Now? - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/3/11/trump-policy-changes-ai-and-the-economy monthly 0.5 2025-03-11 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/12abfa54-ca92-429a-bb55-c42b0dc840d3/1.png Camelot Commentaries - Trump Policy Changes, AI, and the Economy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - Trump Policy Changes, AI, and the Economy - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/1/22/fed-policy-amp-market-whipsaw monthly 0.5 2025-01-22 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/ebb86306-8f96-4bfb-85d6-db99196179a3/1.png Camelot Commentaries - Fed Policy & Market Whipsaw - Make it stand out (5-year TIPS spread; source: Bloomberg) https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/ac685f4d-57af-458d-8cec-727dd6578ff9/2.jpg.png Camelot Commentaries - Fed Policy & Market Whipsaw - Make it stand out (10-year Treasury yield; source: Bloomberg) https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - Fed Policy & Market Whipsaw - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2025/1/2/rosy-outlook-unfavorable-risk-reward monthly 0.5 2025-01-02 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/52691d91-d86f-4d9e-b97c-b9ce50a543a5/1.png Camelot Commentaries - Rosy Outlook, Unfavorable Risk-Reward - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/15a99edc-fae6-4a0b-8b82-9757420f14a1/2.png Camelot Commentaries - Rosy Outlook, Unfavorable Risk-Reward - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/364756c9-c6c0-4ed9-857e-f9218c29dd68/3.png Camelot Commentaries - Rosy Outlook, Unfavorable Risk-Reward - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1727716865482-LVHR4WWBRFAK0NH7RC0X/24.09.17-headshot-McKenzieandKeels-004.jpg Camelot Commentaries - Rosy Outlook, Unfavorable Risk-Reward - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2024/9/30/you-are-here-an-economic-market-amp-political-lay-of-the-land monthly 0.5 2024-09-30 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4121ece9-518b-4c7e-a101-c7257d869470/1.png Camelot Commentaries - You Are Here: An Economic, Market & Political Lay of the Land - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/b1e5b08f-0472-4e8b-931a-a4b30a9a24bd/2.jpg Camelot Commentaries - You Are Here: An Economic, Market & Political Lay of the Land - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2024/8/16/sahm-rule-triggered-equities-vulnerable monthly 0.5 2024-08-16 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/6f41b0c4-8935-473b-8bb7-617159e955b8/1.png Camelot Commentaries - Sahm Rule Triggered – Equities Vulnerable - Make it stand out Chart of the 3-month/10-year Treasury spread (dotted white line), core PCE year-over-year inflation (orange line), and the U.S. unemployment rate (white line); recession periods highlighted in red. Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Sahm Rule Triggered – Equities Vulnerable - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/b1e5b08f-0472-4e8b-931a-a4b30a9a24bd/2.jpg Camelot Commentaries - Sahm Rule Triggered – Equities Vulnerable - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2024/7/19/yield-curve-wants-rate-cuts monthly 0.5 2024-07-19 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/eba9b3f4-cda6-46a0-b38a-e6811a7675fc/1.png Camelot Commentaries - Yield Curve Wants Rate Cuts - Make it stand out Chart of Core PCE year-over-year inflation (orange line) versus the U.S. unemployment rate (white line); recession periods highlighted in red. Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/902efc7d-786a-4225-859e-fb5e0f6baffe/2.png Camelot Commentaries - Yield Curve Wants Rate Cuts - Make it stand out Chart of the 3-month/10-year Treasury spread (dotted white line), core PCE year-over-year inflation (orange line), and the U.S. unemployment rate (white line); recession periods highlighted in red. Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Yield Curve Wants Rate Cuts - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/d387b78a-dc92-4e29-ae86-3eb0b7b53964/3.jpg Camelot Commentaries - Yield Curve Wants Rate Cuts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2024/6/25/unemployment-recessions-and-the-sampp-500 monthly 0.5 2024-06-25 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/08015be5-fdbe-4e60-be56-4f36ce04d8e4/1.png Camelot Commentaries - Unemployment, Recessions, and the S&P 500 - Make it stand out U.S. Unemployment Rate (recessions highlighted in red). Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/030f9154-ab8b-45b9-a62d-086590085065/2.png Camelot Commentaries - Unemployment, Recessions, and the S&P 500 - Make it stand out S&P 500 Index (recessions highlighted in red). Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/628aad41-d20a-4d7b-9219-e9ad3d719942/ca05b8b2-d5c6-4c8c-9c9d-9580b4bc9cb4.png Camelot Commentaries - Unemployment, Recessions, and the S&P 500 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Unemployment, Recessions, and the S&P 500 - Paul Hoffmeister is Chief Economist and Portfolio Manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors (CEDA), and co-portfolio manager of the Camelot Event-Driven Fund (EVDIX • EVDAX). https://www.camelotportfolios.com/commentaries/2024/5/20/higher-for-longer-early-signs-of-pain monthly 0.5 2024-05-20 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/588fe8dd-9b29-4f26-9e07-884858a6615c/1.jpg Camelot Commentaries - Higher for Longer; Early Signs of Pain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/dc318a73-b4ad-4bd8-b55e-2300a981564c/2.jpg Camelot Commentaries - Higher for Longer; Early Signs of Pain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Higher for Longer; Early Signs of Pain - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2024/4/15/multiple-expansion-amp-tightening-credit-spreads monthly 0.5 2024-04-15 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e67d98f4-e6a1-4b50-8e51-1723cc9bccf3/1.jpg Camelot Commentaries - Multiple Expansion & Tightening Credit Spreads - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/f87cc82d-6afa-45c8-aadb-d04bc22f6ecc/2.jpg Camelot Commentaries - Multiple Expansion & Tightening Credit Spreads - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/6959ce81-cf2e-4528-bca7-709238180ded/3.jpg Camelot Commentaries - Multiple Expansion & Tightening Credit Spreads - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Multiple Expansion & Tightening Credit Spreads - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2024/3/13/an-economy-of-contradictions monthly 0.5 2024-03-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - An Economy of Contradictions - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2024/1/30/2024-year-of-transition monthly 0.5 2024-01-30 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1d6c1e51-fa73-4fc0-a974-82592a9b5d25/1.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/3e3195cb-150c-4996-909a-789cf21a3b83/2.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/316f1656-30b6-4456-91be-9e936e83b68f/3.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e9684047-5441-4e67-bcf4-cca3a708b5bd/4.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/c0957e11-6762-4359-8ea2-b15008eee8d6/5.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/acdb8e8e-7375-4bba-ad8c-6b36f536da53/6.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e1c82d35-ac45-4f45-bd73-7919aefcdc69/7.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/7f193829-e1ff-4792-9cf8-ae443b609df2/8.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e92419c8-85bd-45ed-92ef-14043089fc61/9.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/682cae8e-804c-4145-a3fd-9107761748a3/10.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/0f7667da-d31b-4d91-b40b-60fa8e75b4af/11.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/0031139d-6c7a-4ca3-af21-802180cb10c9/12.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4b556781-b392-48af-9ff5-4caabaa0409d/13.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/cec4f753-aa26-4459-bda8-ae667f53efcd/14.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/0e95c7e2-633f-43b0-89de-d6008d8c8577/15.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/54e57606-e369-447b-8df7-a85e88b91cae/16.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/f4e0c431-e1c3-485e-8ef1-5b848605ccc5/17.jpg Camelot Commentaries - 2024: Year of Transition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - 2024: Year of Transition - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2024/1/17/labor-market-threatens-equities monthly 0.5 2024-01-17 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/936968c0-ca77-4b24-b2ee-cf1b6ec7aa1c/1.jpg Camelot Commentaries - Labor Market Threatens Equities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/04ce9562-1f7b-4ca0-a4b5-87d250110e78/2.jpg Camelot Commentaries - Labor Market Threatens Equities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e5634751-a5eb-4830-838c-fbb8456a1f19/3.jpg Camelot Commentaries - Labor Market Threatens Equities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Labor Market Threatens Equities - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2023/10/26/yield-curve-steepening monthly 0.5 2023-10-26 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/988b88c2-0e0f-4637-9786-e5fd13e09dc3/1.jpg Camelot Commentaries - Yield Curve Steepening! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/9c27e11b-f862-47b4-809b-4085700c64cc/2.jpg Camelot Commentaries - Yield Curve Steepening! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/80601da2-bdfa-476e-ad32-426a163b701c/3.png Camelot Commentaries - Yield Curve Steepening! - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2023/9/19/economy-in-a-stranglehold monthly 0.5 2023-09-19 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/94647e67-cac2-48e6-bd18-b88189106431/1.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/258d5d11-8bf8-48b2-a827-aa911c5fd413/2.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1cf777ac-0322-4e83-bc38-6b46ee5e5981/3.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/537062b9-00a3-4951-aecf-29b3f4372988/4.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/0c5cc114-2448-40e5-b170-276a1e939b03/5.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/fa155cb0-99ac-44ac-83f2-460b958ea747/6.jpg Camelot Commentaries - Economy in a Stranglehold - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Economy in a Stranglehold - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2023/6/13/strong-employment-doesnt-mean-alls-well monthly 0.5 2023-06-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/40e61e58-fc9e-45ac-a127-be555e86682d/Screenshot+2023-06-13+101451.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/12ad3dfd-da32-4b4e-895e-37c9cfb07e94/1.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/e6d4f7b6-e148-47af-acbb-14c9c5142a9d/2.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/a931b36b-dc4d-4c48-9c0e-16c23818fc7b/3.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4495525c-dd2a-42aa-bf9e-5f5dcc4e8927/4.jpg Camelot Commentaries - Strong Employment Doesn’t Mean All’s Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2023/4/26/major-bank-support-what-next monthly 0.5 2023-04-26 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/8f0bc191-4116-46e1-be70-62a7c52a4953/1.jpg Camelot Commentaries - Major Bank Support; What Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/296c19d2-9d81-4706-85d5-1e3d1633cea1/2.jpg Camelot Commentaries - Major Bank Support; What Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/fc8fcc77-459b-4939-8a10-20ef4dd36887/3.jpg Camelot Commentaries - Major Bank Support; What Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Major Bank Support; What Next? - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/74030908-cf76-42b1-bc11-6c089ba135c9/4.jpg Camelot Commentaries - Major Bank Support; What Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2023/3/20/early-stages-of-a-slowdown monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/5a5602ce-0e0f-477f-b693-4f56f5285303/1.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/46f38302-252f-494a-b9d8-f01dba1099bb/2.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/b823b38d-1aa2-45a4-beb0-62955d99f63e/3.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/cf600ce7-02ed-4057-9407-2c9f6aa81f4b/4.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/ebea83ae-8189-4253-a90f-65a5865db56a/5.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/122003f4-114d-44d6-8ecc-9fe45e1f7a90/6.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/8b2409ca-bd24-4cd8-8739-9743b89cb667/7.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/5e767a29-d03a-47d0-b624-6b3afc68433a/8.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/7fdfde38-6ae9-4d71-97a2-bcf9698eb8ae/9.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Early Stages of a Slowdown - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/f174546a-9da9-43fd-8108-77d2eba2a31d/10.jpg Camelot Commentaries - Early Stages of a Slowdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2023/1/23/unattractive-equity-outlook monthly 0.5 2023-01-23 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/5eb46abe-b3cd-4363-a86e-c098b9f62cf8/3.jpg Camelot Commentaries - Unattractive Equity Outlook - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/c4c1c61d-f874-46c0-87e6-2112b1736262/4.jpg Camelot Commentaries - Unattractive Equity Outlook - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/c9abb92b-9cb0-4cbb-b8b0-293d51a084e5/5.jpg Camelot Commentaries - Unattractive Equity Outlook - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790323078-ZHRAU569T41VBUOZ9BHT/5.png Camelot Commentaries - Unattractive Equity Outlook - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/515644df-82db-4a97-9005-ee6e5f3ad3b8/6.jpg Camelot Commentaries - Unattractive Equity Outlook - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/11/23/crypto-needs-a-reset-button monthly 0.5 2022-11-23 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629401822121-JSKLD14WEGYNI0P1KXRU/thomas.png Camelot Commentaries - Crypto Needs A Reset Button - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/182bb311-afb2-43a1-9c04-d206a4457218/1.jpg Camelot Commentaries - Crypto Needs A Reset Button - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/11/9/economy-at-tipping-point monthly 0.5 2022-11-09 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/87502e8e-a900-4efa-96df-009fec0bf7a0/1.jpg Camelot Commentaries - Economy at Tipping Point - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/8cc68b8c-6b81-418a-8b6f-166d3594123b/2.jpg Camelot Commentaries - Economy at Tipping Point - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/f51f2e6c-c2d7-4ef8-8ae4-b5a89d06564e/3.jpg Camelot Commentaries - Economy at Tipping Point - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Economy at Tipping Point Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2022/10/12/more-pain-ahead-time-for-fed-pivot monthly 0.5 2022-10-12 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/95e05cf4-1f88-41fd-a724-f2a7ed19d601/1.jpg Camelot Commentaries - More Pain Ahead; Time for Fed Pivot - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/0fe90790-29e0-43ff-91c5-6e404d89058e/2.jpg Camelot Commentaries - More Pain Ahead; Time for Fed Pivot - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - More Pain Ahead; Time for Fed Pivot Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://www.camelotportfolios.com/commentaries/2022/10/4/currency-crises-make-a-comeback monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629401822121-JSKLD14WEGYNI0P1KXRU/thomas.png Camelot Commentaries - Currency Crises Make a Comeback - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/05aec8da-33ba-4adf-bada-e365e80f18b4/6.jpg Camelot Commentaries - Currency Crises Make a Comeback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/8/17/summer-relief-rally-what-are-the-risks monthly 0.5 2022-08-17 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Summer Relief Rally. What Are the Risks? - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/05aec8da-33ba-4adf-bada-e365e80f18b4/6.jpg Camelot Commentaries - Summer Relief Rally. What Are the Risks? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/7/13/more-pain-to-come monthly 0.5 2022-07-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/fc52d6e2-976d-44a1-854d-9ca80395373c/1.jpg Camelot Commentaries - More Pain to Come - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - More Pain to Come - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/05aec8da-33ba-4adf-bada-e365e80f18b4/6.jpg Camelot Commentaries - More Pain to Come - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/6/22/ecb-emergency-meeting-creates-emergency monthly 0.5 2022-06-22 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - ECB Emergency Meeting Creates Emergency https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/05aec8da-33ba-4adf-bada-e365e80f18b4/6.jpg Camelot Commentaries - ECB Emergency Meeting Creates Emergency - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/6/15/fed-and-markets-data-dependent-key-data-well-be-watching-and-what-we-expect-to-happen monthly 0.5 2022-06-15 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/8d97aa84-ea99-4ebe-90ee-1443979b5fc3/1.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/3882f4a6-aef3-4710-bd51-a10c67b2c31f/2.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/fb3a4a4d-44f8-4b04-b5c3-bff05c6dc33d/3.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/d1827879-e459-4d22-9b94-87ed2d3ca480/4.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/406da4a5-fd7b-4051-85f1-c605a46d07cb/5.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/05aec8da-33ba-4adf-bada-e365e80f18b4/6.jpg Camelot Commentaries - Fed and Markets: Data Dependent Key Data We’ll Be Watching and What We Expect to Happen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/5/16/fed-in-control-of-stocks monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/aca81d29-1aa7-49b3-9f8f-992f3e1ed51c/1.jpg Camelot Commentaries - Fed in Control of Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Fed in Control of Stocks - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4347e47a-7095-4262-a96e-43615e40341b/3.jpg Camelot Commentaries - Fed in Control of Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/4/20/fed-will-use-a-brute-force-tool monthly 0.5 2022-04-20 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/99cbf4cf-318b-49ff-9e5c-ac736dc12f13/1.jpg Camelot Commentaries - Fed Will Use a ‘Brute-Force’ Tool - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/2148664b-7c87-477d-95cf-1446132280e2/2.jpg Camelot Commentaries - Fed Will Use a ‘Brute-Force’ Tool - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Fed Will Use a ‘Brute-Force’ Tool Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4347e47a-7095-4262-a96e-43615e40341b/3.jpg Camelot Commentaries - Fed Will Use a ‘Brute-Force’ Tool - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/4/13/most-sanctions-fail monthly 0.5 2022-04-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629401822121-JSKLD14WEGYNI0P1KXRU/thomas.png Camelot Commentaries - Most Sanctions Fail - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://www.camelotportfolios.com/commentaries/2022/3/23/tech-crash-whats-next monthly 0.5 2022-03-23 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - Tech Crash: what's Next? - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://www.camelotportfolios.com/commentaries/2022/3/9/baqfu2ww0ucss5jlgo89ocey7wnqsc monthly 0.5 2022-03-09 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/15823d8e-487c-43d3-9dd5-26d021c08473/1.jpg Camelot Commentaries - War in Ukraine: Risk of Systemic Shock - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/8c6105a1-d0d8-4064-a0b4-4e57fcce241b/2.jpg Camelot Commentaries - War in Ukraine: Risk of Systemic Shock - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - War in Ukraine: Risk of Systemic Shock Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4347e47a-7095-4262-a96e-43615e40341b/3.jpg Camelot Commentaries - War in Ukraine: Risk of Systemic Shock - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/2/16/exploding-rate-expectations-ukraine-risk monthly 0.5 2022-02-16 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/72da8dbc-4b56-41a2-9558-9392214d9154/1.jpg Camelot Commentaries - Exploding Rate Expectations; Ukraine Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/c870fe37-8258-418a-a8a0-09eb53ac1d35/2.jpg Camelot Commentaries - Exploding Rate Expectations; Ukraine Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Exploding Rate Expectations; Ukraine Risk Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/4347e47a-7095-4262-a96e-43615e40341b/3.jpg Camelot Commentaries - Exploding Rate Expectations; Ukraine Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2022/2/8/will-rate-hikes-break-the-mampa-boom monthly 0.5 2022-02-08 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - Will Rate Hikes Break the M&A Boom? - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://www.camelotportfolios.com/commentaries/2022/1/18/fed-policy-threat-of-phillips-curve-rate-hikes monthly 0.5 2022-01-18 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/a6b5dd8a-0f49-4fe5-9157-3c7ead823344/1.jpg Camelot Commentaries - Fed Policy: Threat of Phillips Curve Rate Hikes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/7c05d6ea-ea5d-4d01-9a3a-f6ca0b16f93b/2.jpg Camelot Commentaries - Fed Policy: Threat of Phillips Curve Rate Hikes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Fed Policy: Threat of Phillips Curve Rate Hikes Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Fed Policy: Threat of Phillips Curve Rate Hikes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/12/15/thinking-about-inflation monthly 0.5 2021-12-15 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/3d47726e-b739-4e88-b166-da196e724943/1.jpg Camelot Commentaries - Thinking about Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/9320508e-9275-4baf-9f98-aef4f415fa6a/2.jpg Camelot Commentaries - Thinking about Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/7e39c7fc-9d8a-414a-8b92-72b08b5d7865/3.jpg Camelot Commentaries - Thinking about Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/01360fbc-da47-4732-af8b-ac5e1228e011/4.jpg Camelot Commentaries - Thinking about Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Thinking about Inflation Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Thinking about Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/12/6/have-chinese-tech-stocks-bottomed monthly 0.5 2021-12-06 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - Have Chinese Tech Stocks Bottomed? - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Have Chinese Tech Stocks Bottomed? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/11/9/election-upset-and-a-supportive-fed monthly 0.5 2021-11-09 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/208d14cc-82aa-4359-b7b4-30ca99a771c2/1.jpg Camelot Commentaries - Election Upset and a Supportive Fed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Election Upset and a Supportive Fed Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Election Upset and a Supportive Fed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/10/18/fake-news-about-the-tax-gap monthly 0.5 2021-10-18 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - Fake News About The Tax Gap - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Fake News About The Tax Gap - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/10/12/covid-data-got-better-last-month monthly 0.5 2021-10-12 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1634059922178-0U0HX0E12P1X7G1YJC46/1.jpg Camelot Commentaries - Covid Data Got Better Last Month - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629402233142-1PDOSUJ3ETY4RA9W5G9Q/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries - Covid Data Got Better Last Month Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Covid Data Got Better Last Month - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/9/30/evergrande-and-threats-to-growth monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629401822121-JSKLD14WEGYNI0P1KXRU/thomas.png Camelot Commentaries - Evergrande and Threats to Growth - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Evergrande and Threats to Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/9/27/uranium-leads-energy-cost-explosion monthly 0.5 2021-09-27 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1629401822121-JSKLD14WEGYNI0P1KXRU/thomas.png Camelot Commentaries - Uranium Leads Energy Cost Explosion - Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1632763921489-E4PT3SGXM5DKRS07OG34/1.jpg Camelot Commentaries - Uranium Leads Energy Cost Explosion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/8/11/quiet-macro-but-significant-shifts-brewing monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628704855838-XEOLGTTVEBM2XPVG5VX5/1.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628704902147-IPC9KKS5STK2J9P66PMZ/2.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628704933731-NTZTUXI35IR5YRYZKTUK/3.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628704972308-OMZ60Y1XHTGXCVE4TWLC/4.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705007034-YVJKOTASHBKA94E0V7Y8/5.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705032963-1FHM8E0Y6EUCAAWR2DZN/6.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705065167-JHIPH44M4IZAFPVBRMUX/7.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705110577-CGLNM8XKVBVTW3I5VWKT/8.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705148542-G0GTMTGT9IVK1B6VACR1/9.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705200183-CIWTH4AOX5LMRCO9J21R/10.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705248866-XE1GTD51CRRN8NJK0125/11.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1628705292325-V18V5SXZ4GT5MEAH4XXF/12.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790323078-ZHRAU569T41VBUOZ9BHT/5.png Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790497748-W9IO05XUFEWNMT7PXC2W/TAX+FREE+INCOME+SMA+2+%281%29.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/8/5/chinese-adrs-not-yet-at-risk-from-the-clampdown monthly 0.5 2021-08-05 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198194574-ZA237JM2KOJDS30IXAGL/thomas_kirchner_web_res.jpg Camelot Commentaries - Chinese ADRs: Not (Yet) At Risk From The Clampdown - Make it stand out Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1627399029813-G3RLCFFOVBMHARW0U8KA/TAX+FREE+INCOME+SMA+2+%281%29.jpg Camelot Commentaries - Chinese ADRs: Not (Yet) At Risk From The Clampdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/7/27/morningstar-alts-categories-catch-up monthly 0.5 2021-07-27 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1627398765403-QMVVG0KVVLHJWPY4EE1W/Screenshot+2021-07-27+111228.jpg Camelot Commentaries - Morningstar Alts Categories Catch Up - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198284137-DPZISONQ204X4VIN73VV/thomas.png Camelot Commentaries - Morningstar Alts Categories Catch Up Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1627399029813-G3RLCFFOVBMHARW0U8KA/TAX+FREE+INCOME+SMA+2+%281%29.jpg Camelot Commentaries - Morningstar Alts Categories Catch Up - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/7/20/quiet-macro-but-significant-shifts-brewing monthly 0.5 2021-07-20 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626789955400-IGZ3WC8Z6XY4V1J0C013/1.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790030931-GOW9HSBXZRED4MLM5952/2.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790121001-CVA81Y6RT1WM7VH604CS/3.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790208385-05BRTCTV5B6YMZF54EMY/4.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790323078-ZHRAU569T41VBUOZ9BHT/5.png Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1626790497748-W9IO05XUFEWNMT7PXC2W/TAX+FREE+INCOME+SMA+2+%281%29.jpg Camelot Commentaries - Quiet Macro, But Significant Shifts Brewing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/6/18/special-update-gips-compliant monthly 0.5 2021-06-18 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1624039742318-P2W5OI9BLTFEMC0AEMRK/GIPS+Announcement.jpg Camelot Commentaries - Special Update: GIPS Compliant! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/6/16/a-global-minimum-tax-will-intensify-trade-disputes monthly 0.5 2021-06-16 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198284137-DPZISONQ204X4VIN73VV/thomas.png Camelot Commentaries - A Global Minimum Tax Will Intensify Trade Disputes Thomas Kirchner, CFA, has been responsible for the day-to-day management of the Camelot Event Driven Fund (EVDIX, EVDAX) since its 2003 inception. Prior to joining Camelot he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016) and has earned the right to use the CFA designation. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - A Global Minimum Tax Will Intensify Trade Disputes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/6/15/end-of-covid-now-what monthly 0.5 2021-06-15 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623774906931-KR5SYRH6WSSZ61SFLS4S/1.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775059822-HYRT6BJE4HUPCLCWU5Y9/2.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775122473-IWGVFD5M485PPGXHC4C1/3.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775199132-V9DEZBANM2PYLZELEE1W/4.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775243232-138XT51X1ISOHEL3UMW8/5.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775300051-WH598NQRGJAKFAVKMWKN/6.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775388662-WROMO6HGX2X4IKS737C7/7.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1623775470257-44X6M1HLQ1IKTR8IVGLY/8.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337018360-JL10IJEUG9DREWDILNR2/4.png Camelot Commentaries - End of Covid? Now What? Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - End of Covid? Now What? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/5/26/strong-recovery-value-regains-its-place-in-the-sun monthly 0.5 2021-05-26 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1622046302421-JKMC1LJZBIHPKM7GT5QU/May+2021+Performance+Commentary.pdf+-+Adobe+Acrobat+Pro+DC+%2832-bit%29.jpg Camelot Commentaries - Strong Recovery - Value Regains its Place in the Sun - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1622046329648-2796JDB56MBRL67XUA84/May+2021+Performance+Commentary.pdf+-+Adobe+Acrobat+Pro+DC+%2832-bit%29.jpg Camelot Commentaries - Strong Recovery - Value Regains its Place in the Sun - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1622046354173-C21CEY1LI4B9I0ZK69IY/May+2021+Performance+Commentary.pdf+-+Adobe+Acrobat+Pro+DC+%2832-bit%29.jpg Camelot Commentaries - Strong Recovery - Value Regains its Place in the Sun - Make it stand out Source: Morningstar.com/markets 05/18/2021 https://www.camelotportfolios.com/commentaries/2021/5/11/get-ready-for-the-taper-tantrum monthly 0.5 2021-05-11 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1620757265813-DG1WAKPYJVI3Y2C71A69/1.jpg Camelot Commentaries - Get Ready for the Taper Tantrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337018360-JL10IJEUG9DREWDILNR2/4.png Camelot Commentaries - Get Ready for the Taper Tantrum - Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - Get Ready for the Taper Tantrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.camelotportfolios.com/commentaries/2021/5/4/how-tax-hikes-will-be-confiscatory monthly 0.5 2021-05-04 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198284137-DPZISONQ204X4VIN73VV/thomas.png Camelot Commentaries - How Tax Hikes Will Be Confiscatory https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - How Tax Hikes Will Be Confiscatory https://www.camelotportfolios.com/commentaries/2021/4/27/spacs-obituary monthly 0.5 2021-04-27 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198284137-DPZISONQ204X4VIN73VV/thomas.png Camelot Commentaries - SPAC's: Obituary https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - SPAC's: Obituary https://www.camelotportfolios.com/commentaries/2021/4/19/special-update-join-us-camelot-event-driven-monthly-manager-update-call monthly 0.5 2021-04-19 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618854731693-N3S4759NBTYXZEUGPF89/1.jpg Camelot Commentaries - Special Update: JOIN US - Camelot Event-Driven Monthly Manager Update Call 5 STAR MORNINGSTAR RATING IN THE U.S. FUND MULTIALTERNATIVE CATEGORY Category Ranking includes 228 funds and is based on risk adjusted returns for the 3, 5 and 10 year periods ending 3/31/2021 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618854794363-2C3YNB46IBG0O4TDIMQM/2.jpg Camelot Commentaries - Special Update: JOIN US - Camelot Event-Driven Monthly Manager Update Call Based on Morningstar data Past performance does not guarantee future results, investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then the original cost. Current performance may be higher or lower than the performance data quoted. Current performance data can be obtained by calling 1-800-869-1679 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618855044464-9NG5VWE8LPR2DDIR113L/4.jpg Camelot Commentaries - Special Update: JOIN US - Camelot Event-Driven Monthly Manager Update Call https://www.camelotportfolios.com/commentaries/2021/4/13/covid-abates-tax-and-geopolitical-risks-emerge monthly 0.5 2021-04-13 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618336349341-Z0FH7OZNKB0PRRCJ13V7/1.jpg Camelot Commentaries - Covid Abates; Tax and Geopolitical Risks Emerge https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618336453507-FNNDAM05VA6MFH4WIUOA/2.jpg Camelot Commentaries - Covid Abates; Tax and Geopolitical Risks Emerge https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618336602453-ZAM2HXIGM6TBID29GK0Z/3.jpg Camelot Commentaries - Covid Abates; Tax and Geopolitical Risks Emerge https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337018360-JL10IJEUG9DREWDILNR2/4.png Camelot Commentaries - Covid Abates; Tax and Geopolitical Risks Emerge Paul Hoffmeister is chief economist and portfolio manager at Camelot Portfolios, managing partner of Camelot Event-Driven Advisors, and co-portfolio manager of the Camelot Event-Driven Fund (tickers: EVDIX, EVDAX). https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1618337303297-D04CAQ5H0UHKFLJT5SS4/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - Covid Abates; Tax and Geopolitical Risks Emerge Disclosures: B188 • Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), will be profitable or equal to past performance levels. • This material is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individualized investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisors. Camelot Event Driven Advisors can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein. • Any charts, graphs, or visual aids presented herein are intended to demonstrate concepts more fully discussed in the text of this brochure, and which cannot be fully explained without the assistance of a professional from Camelot Portfolios LLC. Readers should not in any way interpret these visual aids as a device with which to ascertain investment decisions or an investment approach. Only your professional adviser should interpret this information. •Some information in this presentation is gleaned from third party sources, and while believed to be reliable, is not independently verified. •Camelot Event-Driven Advisors, LLC, is registered as an investment adviser with the United States Securities and Exchange Commission. 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Camelot Event-Driven Advisors, LLC’s disclosure document, ADV Firm Brochure is available at http://adviserinfo.sec.gov/firm/summary/291798 Copyright © 2021 Camelot Event-Driven Advisors, All rights reserved. https://www.camelotportfolios.com/commentaries/2021/3/31/tech-bubbles-what-you-need-to-know monthly 0.5 2021-03-31 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617198284137-DPZISONQ204X4VIN73VV/thomas.png Camelot Commentaries - Tech Bubbles: What You Need To Know https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1617197051728-NVPFOLX75F30WQTH8P3Q/TAX+FREE+INCOME+-+4.41percent+YIELD%21.jpg Camelot Commentaries - Tech Bubbles: What You Need To Know https://www.camelotportfolios.com/commentaries/2020/currencywars monthly 0.5 2020-06-02 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1591123906647-ZTHR31W32HAAK1W8POO1/Screen+Shot+2020-06-02+at+2.51.30+PM.png Camelot Commentaries 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https://www.camelotportfolios.com/commentaries/2019/year-of-fed-china monthly 0.5 2019-12-10 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1575983906295-PIKC7YVGEVT2JW7NZ37R/image-asset.png Camelot Commentaries https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1575983937708-XKHMHEXB1Y9RI3CNYX9W/Screen+Shot+2019-12-10+at+7.18.47+AM.png Camelot Commentaries https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1575983974575-KCH0WBKHQVQPJC0QE1V9/Screen+Shot+2019-12-10+at+7.19.24+AM.png Camelot Commentaries https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1575984059413-5LZPBCA9LUKDYCVHDXPW/PKH+Headshot+-+Sep+2015.jpg Camelot Commentaries https://www.camelotportfolios.com/commentaries/2019/big-things-in-october-whats-next monthly 0.5 2019-11-12 https://images.squarespace-cdn.com/content/v1/55e8a811e4b0f29afd2631a6/1573590944556-VWDY9BN1SI69UJ0XH8FC/Screen+Shot+2019-11-12+at+3.35.04+PM.png Camelot 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