menu The insights that drive our investment philosophy The idea behind this blog is to share our thoughts on everything from the markets to policy, but it is not intended to provide investment advice. Rather, the intent is to share our thinking, on a high-level, in a direct medium to clients and potential clients. We hope you find it interesting! Subscribe to Kawa Insights INSIGHTS Skepticism Skepticism is perhaps one of the most powerful tools available to investors when making investment decisions. INSIGHTS Risk & Reward Investing is about understanding risk. More than only thinking about investments, risk is also a fundamental component of everyday life. INSIGHTS What keeps you up at night? I am often asked by clients the following question: “what keeps you up at night”? The truth is that there is no good answer. INSIGHTS The Future of Europe As we think about the European experiment, the successful disengagement of the UK may actually herald the beginning of the end of the European project. INSIGHTS The Illusion of Wealth The endless supply of free money is going parabolic. INSIGHTS Inflation and Monetary Confidence Price of gold is at an all-time high, money supply is up 25% and 10-year US treasuries have hit negative 1.0% real yields. Should we worry about inflation? INSIGHTS Liquidity, Market Pricing and Passive Investing: A Dangerous Trifecta The free-riding of passive investing has, in our view, reached its limits. INSIGHTS Looking beyond COVID-19 In the face of a new normal, how will companies perform after lockdowns are lifted, regardless of when it happens. Terms and definitions to help you master the investment world. Amortizing Loan An amortized loan is a loan with scheduled periodic payments that are applied to both principal and interest. An amortized loan payment first pays off the relevant interest expense for the p... Learn More Bad Boy Guarantee Also known as a guaranty of recourse obligations or nonrecourse carveout guaranty. A typical loan document in a real estate loan. It is often signed and delivered by the borrower or the borr... Learn More Bridge Loan A bridge loan is a short-term loan used until a person or company secures permanent financing or removes an existing obligation. It allows the user to meet current obligations by providing i... Learn More More terms & basics PRESS CAREERS CONTACT US +1 (305) 560-KAWA (5292) info@kawa.com 21500 Biscayne Blvd, Suite 700 Aventura, FL 33180 DOWNLOAD OUR APP FOLLOW US © 2021 Kawa Capital All Rights Reserved. Read our Privacy Policy, Disclaimer or Form CRS.