Skip to content
Search for:
Address:1801 California St. Suite 2400 Denver, CO 80202
Phone:(630) 730-5745
Search for:
serenityalts
  • Home
  • Meet the Team
  • Investment Philosophy
  • Serenity Alts Blog
  • Contact Us
  • Reference Materials

Author: Martin Kollmorgen

Decide on Change Instead of Disaster: May 2022 Newsletter

Decide on Change Instead of Disaster: May 2022 Newsletter

Some things on Wall Street change rapidly. Others never do. While the loud, raucous trading floors of old are gone, there is still a vocal minority you can always find. The “it’s different this time” crowd never truly changes. There are always those willing to sell you a story that has no basis in long-term…

June 15, 2022 by Martin Kollmorgen No comment(s) REITs
Read more

Survive Then Thrive: Navigating a Post-Fed REIT Market

Survive Then Thrive: Navigating a Post-Fed REIT Market

The teacup has been pushed off the table. The Federal Reserve has increased interest rates by 50 basis points, ended their purchases of treasury securities, and reiterated their commitment to “significantly reduce” their balance sheet. Since the rate hike on May 4th, the Nasdaq has returned -11.8%, the S&P 500 has returned -8.7%, and REITs…

May 23, 2022 by Martin Kollmorgen No comment(s) REITs
Read more

Patience and Fragility: March 2022 Newsletter

Patience and Fragility: March 2022 Newsletter

With tanks rolling across Europe in late February and the Federal Reserve set to raise interest rates for the first time since 2018, many investors assumed a reckoning was on the way for US equities. Instead, on February 24th, the S&P 500 opened down almost -2%, closed up almost +2%, and went on to rally…

April 13, 2022 by Martin Kollmorgen No comment(s) REITs
Read more

Time to Dare and Endure: February 2022 Newsletter

Time to Dare and Endure: February 2022 Newsletter

A kinetic war in Europe, inflation at 40-year highs, and a stock market that is down 11.1% from its all-time highs as of this writing. Does anything in your portfolio feel easy or comfortable? Are you smiling as you buy the dip or HODL your crypto currency? There are times for ease and comfort in…

March 10, 2022 by Martin Kollmorgen No comment(s) REITs
Read more

Creativity and Flexibility are Requirements in a Hawkish Market - January 2022 Newsletter

Creativity and Flexibility are Requirements in a Hawkish Market - January 2022 Newsletter

After a year of prodigiously sweet returns in 2021, January 2022 was a stark reminder of how quickly the capital markets can change: Bitcoin down -17%, Netflix down -29%, the Nasdaq down -9%, and REITs down -7%. Some of the best performers of 2020 and 2021 got a cold dose of reality. Anyone that thought…

February 16, 2022 by Martin Kollmorgen No comment(s) REITs
Read more

Posts navigation

1 2 … 9
serenityalts
Navigation
  • Home
  • Meet the Team
  • Investment Philosophy
  • Serenity Alts Blog
  • Contact Us
  • Reference Materials
Contacts
  • 1801 California St. Suite 2400 Denver, CO 80202
  • (630) 730-5745
  • info@SerenityAlts.com
    Martin Kollmorgen MdKollmorgen@serenityalts.com
    David Kollmorgen DwKollmorgen@serenityalts.com
Copyright © 2019 :: Serenity Alternatives :::: All Rights Reserved. Legal Disclaimer