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At the heart of this market volatility is inflation uncertainty, which results in policy uncertainty. The U.S. Federal Reserve (“Fed”), once the leader of “team transitory” is shifting its strategy. The May CPI upside surprise, along with the University of ...
We see a new era of volatile inflation and growth sweeping aside a period of moderation. We downgrade equities and upgrade credit in this new regime. U.S. jobs data last Friday reinforced the supply shock causing persistent inflation. Yields resumed their rise as markets priced higher...
The average equity fund (including ETFs) just managed to stay in positive territory for January, posting a 0.28% return for a third consecutive month of plus-side performance. Investors injected a net $60.9 billion into ETFs in January, with equity ETFs (+$40.5 billion) attracting the...
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the third consecutive week. They injected $33.4 billion for Refinitiv Lipper's fund-flows week ended January 27, 2021. Fund investors padded the coffers of money market funds (+$2...
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week. They injected $6.3 billion for Refinitiv Lipper's fund-flows week ended January 20, 2021. Fund investors padded the coffers of taxable bond funds ...
November was cash flow positive. An early look healthcare expenses for 2021. Healthcare sector watch list. We own all but one already.
The K shape makes a lot of sense, where the upper end kind of is bouncing, the upper part of the K and then the other side are declining. One of the effects of COVID is it's essentially accelerated the adoption of multiple technologies at a mass level that we would never have seen so ...
October was slightly cashflow negative. New positions in Lockheed Martin and General Dynamics were added. Taking a look at the communications sector watchlist. There are a lot of moving parts with ViacomCBS. For further details see: Motorhome Retirement: October Update -...
Income exceeded expenses for the month. I discuss the goal of the portfolio. Dividend growth tracking is added. Industrial sector watchlist presented with discussion of General Dynamics and Lockheed Martin. For further details see: Motorhome Retirement: September Upd...
A simple risk-parity strategy beat the S&P 500 20 out of the last 25 years, turning $10,000 into nearly $220,000 over the same timeframe and nearly doubling the S&P 500. If you believe in the efficient market hypothesis, this strategy does not violate it. I used a modified...