Perspectives & Commentary

Avalon produces a variety of investment commentaries.

Our perspectives and quarterly commentary are issued throughout the year and cover a range of investment-related topics.

News | Press

Avalon Welcomes New Senior Economist

April 11, 2016

 

Avalon Advisors, LLC is pleased to announce that Sam Rines has joined the firm as a Director, Senior Economist, and Portfolio Strategist.

 

Mr. Rines comes to Avalon from Chilton Capital in Houston, where he was a Portfolio Manager and Economist, having spent five years authoring firm communications and managing equity portfolios. In that role, he was also responsible for formulating the firm’s macroeconomic views.

 

At Avalon, Mr. Rines will bring his experience as an economist and portfolio manager into an integral role leading an expansion of Avalon’s investment publications as well as communications with its high net worth clients.  His writings are regularly featured in The National Interest, and his work has been featured in the Wall Street Journal, he has appeared on CNBC, and his writing has been covered by Bloomberg and Reuters along with other media outlets.

 

“Avalon will benefit from Sam’s unique blend of industry knowledge and portfolio management experience, which will both broaden and deepen the services we can offer our investment clients,” said Henry Lartigue, CEO and Chief Investment Officer of Avalon.

 

Mr. Rines is a World Economic Forum Global Shaper in Texas. He received an M.A. in economics from the University of New Hampshire and a BA in Economics from Georgetown College.

 

About Avalon Advisors, LLC.

Avalon Advisors, LLC is a Houston-based independent registered investment adviser offering proprietary investment management and financial advice for individuals, families and institutions. Founded in 2001, we offer a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies including hedge funds and private equity.

 

 

Avalon Perspectives

Low-Balling Inflation Puts the Fed at Risk

September 28, 2017

TPP Is Dead. What Now?

January 25, 2017

The Possibilities of Trump's U.S.

December 9, 2016

Reversal Rates Are the Next Big Challenge for Central Banks

November 23, 2016

The Good Ole Days Aren't Coming Back

October 13, 2016

The Federal Reserve's Anti-Volcker Inflation Revolt

August 24, 2016

Why the Fed Needs to Raise its Inflation Target

August 18, 2016

Is the Rest of the World Ditching America to Trade with China?

August 3, 2016

Has the Federal Reserve Become Congress's Golden Goose?

July 20, 2016

The Fed Must Avoid the 'Credibility Trap'

June 21, 2016

Why the Fed Needs to Make a Policy Error

May 18, 2016

The Fed Faces Its 'Anti-Volcker Moment'

May 9, 2016

The Fed's Critical Global Mandate

April 29, 2016

Why the Federal Reserve Is All Talk

April 26, 2016

Is the Global Middle Class Really Here to Stay?

April 12, 2016

Quarterly and Monthly Notes

Quarterly Note

Third Quarterly,  2017

Monthly Note

August 2017

Monthly Note

July 2017

Quarterly Note

Second Quarterly,  2017

Monthly Note

May 2017

Monthly Note

April 2017

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

Quarterly Note

Fourth Quarter, 2016

Monthly Note

December 2016

Monthly Note

November 2016

Quarterly Note

Third Quarter, 2016

Monthly Note

August 2016

Monthly Note

July 2016

Quarterly Note

Second Quarter, 2016

Monthly Note

May 2016

News | Press

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

Avalon Advisors Announcement

December 16, 2016

Sam Rines

April 11, 2016

Avalon Advisors Announcement

October 1, 2015

Viewpoints

China

March 1, 2014

Commentary

Fourth Quarter, 2015

Second Quarter, 2015

First Quarter, 2015

Fourth Quarter, 2014

Third Quarter, 2014

Second Quarter, 2014

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