This morning, we came across a piece by Fran Kinniry of Vanguard suggesting that bonds lack investors’ respect when it comes time to talk diversification, complete with the required Rodney Dangerfield/no Respect mention: “Oh when I was a kid, I got no respect. I played hide and seek. They wouldn’t even look for me.” – […]
Category: Markets
05
Nov
2015
What You Need to Know About Bonds and Managed Futures before Interest Rates Rise
we’re looking at what types of investments are likely to benefit from the increased bond market volatility and potential price trends which could come from a rising rate environment.
02
Nov
2015
Asset Class Scoreboard – Eli Manning Edition
But we can’t help but wonder if October’s great numbers are a little bit like the Manning brothers in action yesterday, where Eli Manning was the first QB in NFL history to throw six touchdowns, no interceptions, and still lose the game.
27
Oct
2015
Looking Under the MLP Hood
Maybe it’s because we’re so close to Halloween, but we can’t help but be drawn to the carnage in the MLP space. Recently, investors’ multi-year treat has turned into a trick as of late. How spooky has it become? Well, after nearly quadrupling investors’ money from April of 2009 through April of 2014, the Alerian […]
15
Oct
2015
What is the Right Allocation Percent to Alternatives?
what is the right number percentage allocation to alternatives?
06
Oct
2015
Asset Class Scoreboard Entering the Final Quarter
We’re entering the final quarter of 2015, and if we take the sports analogy a little further – it’s time for the star of your portfolio to show up if there’s any hope of winning the game. Because no matter the make up of your team in 2015, you’re likely losing through three quarters, with […]
29
Sep
2015
Steer Clear of Copper Coated Brazilian Cattle
While alternative investment professionals often extol market diversification as a risk tool (never too much bet on any one opportunity), what we enjoy – as investors – about so many markets available to such pros is so many opportunities for returns. There’s nearly always a larger discussion to be had which ignores the all-encompassing CNBC discussion on whether equities […]
24
Sep
2015
A 32 Year Record in Cattle Kills Driving Markets?
The past week’s steer and heifer slaughter, at 469,000 head, was the largest weekly kill thus far in 2015. The last time the slaughter reached year-to-date high levels in the month of September was more than 30 years ago (1983).
21
Sep
2015
When will Stock’s Uptrend End?
If you had to add metrics to the market, at what point would you officially be able to say that equities uptrend has ended?
14
Sep
2015
How Consistent are your Investments?
So keep telling investors not to panic when stocks go down. But realize you’re complacent with table wine (instead of premium) in this category
