Investment Strategy Insights

With the presidential election results delayed into Wednesday and possible litigation extending into the later part of the week, we all eagerly wait on who will ultimately win the U.S. 2020 Presidential Election.

In an upside-down market it’s hard to know which way is up. Many investors rely on Kevin Muir, otherwise known as the Macro Tourist, to help them navigate these uncharted waters.

One of the most recent mantras in the financial media is that housing prices rise because there is an inventory shortage. While it is an excellent headline for “getting clicks,” the are 3-reasons why there really is NO housing shortage.

Since 2008's subprime mortgage meltdown, policy implementation, decentralizing risk, and correcting systematic issues continue today. One such instrument, Credit Risk Transfers (CRTs), which have an enigmatic backstory, have become a popular means of decentralizing credit risk while providing an avenue for institutional investors to diversify their agency mortgage loan exposure.

This is it… the final week before America’s favorite national pastime: the presidential election. With all of the debates passed and polls leaning heavily towards Biden and the Democrats, we want to preview potential scenarios and what they may mean for your portfolio.

Even the term used to describe this asset class is loaded with controversy. Some say cryptocurrency is a misnomer, since Bitcoin and its lesser known brethren can neither be considered a medium of exchange nor a store of value.

Even the term used to describe this asset class is loaded with controversy. Some say cryptocurrency is a misnomer, since Bitcoin and its lesser known brethren can neither be considered a medium of exchange nor a store of value.

I don’t know about you but to me, 2020 feels like it’s about three years long. The market started off the year incredibly well only to fall off a cliff in late February. Since February, there’s been significantly higher uncertainty than any of us are used to.