What We're Thinking - Avalon Capital Management

QUARTERLY OUTLOOK
WHITE PAPERS & PUBLICATIONS

Quarterly Outlook

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q1 2022 Client Letter

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q4 2021 Client Letter

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q3 2021 Client Letter

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q2 2021 Client Letter

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q1 2021 Client Letter

<img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt="" data-src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" class="img-blog lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://avaloncapital.com/wp-content/uploads/2021/01/ACM-Logo.png" alt="" class="img-blog"/>

Q4 2020 Client Letter

MORE QUARTERLY SUMMARIES

White Papers & Publications

Avalon’s Clara Basile featured on Think Tank Exchange

Pattern-Matching in Technology

On Tina Turner and the Sentiment Indicator: What Love Has To Do With It

Long-Wave Theory and the End of the World

MORE WHITE PAPERS

What’s Your Destination?

Let’s Talk