Asset Allocation is Broken An article I wrote about Risk Parity published on Morningstar.
Same Returns, Less Risk How Much Gold Do Investors Need, Zero Is Now The Time to Buy Junk Bonds The first article is about risk parity. I believe that risk parity is the future of asset allocation so I am happy that the WSJ is addressing it but for it to be optimal it must be […]
As we end an awful month for the market may investors are looking for safe havens to protect their money. The way to find safe havens is easy, just follow the trends. We hear a lot of great narratives about how investors should be buying gold, but the biggest gold ETF, GLD, was down 6.34% […]
Bond Market: Buy or Bubble I was on Fox Business News on Friday to debate whether or not the bond market is a buy or in a bubble. At the end of the day it all depends on your time frame. Short term, bonds are in an uptrend so if you are a tactical money […]
http://www.financial-planning.com/news/natixis-advisor-study-2678901-1.html?ET=financialplanning:e7866:2148155a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=FP_Daily__051612 There was just an article in Financialplanning.com talking about the 2012 Natixis Global Asset Management U.S. Advisor survey. Here are the highlights: 49% of advisors are uncertain that the traditional 60/40 allocation between stocks and bonds is still relevant 23% said the traditional approach isn’t close to meeting the needs of investors in contemporary […]
http://online.wsj.com/article/SB10001424052702303505504577401901780204374.html?mod=ITP_moneyandinvesting_0 Saw this in the WSJ this morning. I do not argue that commodities are in a downtrend right now, what we need to be careful of is how we define a trend. The article talks about the uptrend that commodities have been in since 1999, which they have been, but a lot has happened […]
http://online.wsj.com/article/SB10001424052702303299604577325601261784984.html?mod=ITP_thejournalreport_0 Above is the link to an article in the WSJ this morning about how to play the bond market now that interest rates are at extreme lows. With rates this low we know two things—1. At some point they will go up, 2. You can’t earn much interest in bonds at these rates. The […]
When Investing Trends Won’t Die Story in the WSJ this morning about how investors could get burned betting on things getting back to normal. The trades mentioned were the VIX, an increase in interest rates, and natural gas, but the list could go on and on. Trying to invest against the trend can make you […]