Insights

  • Market Update 11/18/22

    We began moving into International Stock Positions on Tuesday and US Stocks Positions on Wednesday this week and completed our moves at the Friday close. On Monday, we’ll be fully invested for all equity asset classes!

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  • Economic and Capital Markets Update

    The more extreme market declines become, the more extreme following market actions may be.

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  • THE 60/40 DIVERSIFICATION STRATEGY BREAKS DOWN

    In this commentary I’ll discuss opportunities that are emerging as markets continue to fall. I’ll also examine the impact of bond losses on conventional 60/40 portfolios. Finally, I’ll look at some of the remaining challenges that face stock and bond markets as we enter the final quarter of the year.

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  • The Danger of Complacency

    We are stuck. We have spent hours debating the jargon from the Fed like “transitory”, “growth below potential”, “soft landing”, and the latest one they have dragged out, “growth recession.” Trying to wring market direction from these words is fruitless, yet endlessly compelling

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  • The Betrayal of Bonds

    For the last several decades, investors have enjoyed a benevolent and generous bond market, giving us reasons to trust in this sector's 'safe haven' reputation. But now we've been betrayed.

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  • Market Update 9/9/22

    One week ago today, our algos finished moving to an invested position for our High Yield Bonds allocations across our models. After this move, high yield bonds have continued to advance this week, delivering gains for these allocations.

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  • Market Update 8/26/22

    One week ago today, our algos finished moving to an invested position for our High Yield Bonds allocations across our models. After this move, high yield bonds have continued to advance this week, delivering gains for these allocations.

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  • Market Update 7/29/22

    One week ago today, our algos finished moving to an invested position for our High Yield Bonds allocations across our models. After this move, high yield bonds have continued to advance this week, delivering gains for these allocations.

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