Chart of the Week: Bonds Begin to Diversify Equity Volatility
Bonds Begin to Diversify Equity Volatility
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Research
139 posts
The Biggest Crash In History Is Coming? Kiyosaki Says So.
Robert Kiyosaki recently tweeted, “The best time to prepare for a crash is before the crash. The biggest crash in world history is coming. The good news is the best time to get rich is during a crash. The bad news is the next crash will be a long one.”
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“Don’t Be Bearish.” The Inevitable End Of Bad Advice.
“Don’t be bearish.” That was the message delivered by a Wall Street Journal article in August 2021, discussing the “new generation” of “financial media stars.” To wit:
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Chart of the Week: Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives
Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives
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Recession Warnings Rise, Limiting Fed’s Inflation Fight
Recession warnings are clearly on the rise. Much of the initial media fervor focuses on the inversion of the yield curve.
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Wisdom Of Crowds Isn’t Always Wise To Follow.
The "wisdom of the crowd" isn't always wise to follow. A recent article by Scott Nations via MarketWatch made an excellent point.
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Bear Market Anatomy – Revisiting Russell Napier’s Work (Annotated)
"Anatomy of a Bear Market" by Russell Napier is a "must-read" manuscript. Given current market dynamics, a review seems timely. As my colleague, Richard Rosso, CFP, previously penned:
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Bailouts and the Demise Of Capitalism and Free Markets
Bailouts are the root cause of the dysfunction of capitalism and the demise of free markets.
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UPDATED – Case Study: Capitalizing on Stagflation
Even though the term “stagflation” remains an unconfirmed fear for investors as they try and draw parallels to the 1970s, that does not mean that opportunity does not exist. Rather, it is quite the opposite. A proper understanding of the intricacies of stagflation would indicate that gold, soft commodities, floating-rate bonds, short-term corporate bonds, and legacy non-agency RMBS remain the key asset classes that investors should seek to gain exposure to not only mitigate stagflation risk but to generate higher risk-adjusted returns as well.
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Recession Risk: Rising Rapidly (Or, Could We Be In One Already?)
Recession risk is rising rapidly. In fact, it is possible that we may already be in one.
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