Stagflation/Quad 3, Real Yields, And Allocation To TIPS
In the US both breakeven inflation AND real yields have risen Positive real yields are hard find across the globe. A 1%-real yield in the US locked in for 10
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
Dangerous Flaws In Financial/Retirement Plans And Where To Focus
The flaws of Defined Benefit retirement plans are still embedded in today’s financial plans Just looking at one projection of assumptions can be highly misleading Variability of returns lowers
The Fed’s QT Blunder And Libor’s Warning.
The chart above shows the progression of Libor since the Fed’s first rate hike in December 2015. The progression was smooth until QT (discussed twice before this year) started to
5 Steps Transform Long Term Investment Returns
Step 1: Dalbar 2017 Report: Understand why “investors suck at investing”. Step 2: Appreciate the benefit of consistently positive low volatility returns. Step 3: Understand repeatability of returns and use
US Dollar. The 3rd Collapse? 7 Review Questions.
When a credit system fails, debts have to be devalued one way or another. At the core it is a currency system failure. The US trade and fiscal deficits are
Q1 2018 Performance Review. Markets In Transition
In the table below the performance for all major asset classes was negative for Q1 2018. Data from Orion Advisors This is a rare occurence because usually there are clearer
Engineering, Divergence, and global growth weakening.
Asset purchases and debt growth have been unprecedented in recent years. Central Bank asset purchases have now exceeded $20 Trillion, or nearly half of world GDP. Corporations have also been
Fed Fixes Failing. Risk Misunderstood. Message To Passive Investors.
https://www.hussmanfunds.com/comment/mc180302/ The distinction between “Durable” and “Transient” market gains Markets and experience make opinions not valuation
Bonds Beat Equities over 10 Years Says Model With 147 Years Of Data.
“Call us cynical, but the prospect of equity market excess returns for the next ten years measuring in the fractions
2018 Headwinds
Bonds take on the 30 year Yield downtrend The Government-Induced Liquidity Crisis Global Divergences Market
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