Gaining Some Perspective
Normal market returns are extreme. Listening to the media and following the comments on Twitter one would think the world is ending every 1%...
New White Papers Coming…
We have a few new papers coming out over the next few months, and below are some of the teaser headlines:
Learning to Love Investment...
BP CEO Oil Forecast
Last quotes from Future Babble I promise:
“I can forecast confidently that it will vary. After that, I can gossip with you. But that’s all...
People Run Out of the Store
Remember when everyone hated bonds six months ago?
Long term bonds have rallied about 10% since that post on bond drawdowns:
When Things Go On Sale,...
Useless Forecasts
Another great quote from Future Babble:
“The Commanding General is well aware the forecasts are no good. However, he needs them for planning purposes.”
- Kenneth...
Days of Summer
From the looks of these photos everyone seems to be having a much better summer than I am...
Brain Pickings
I've been doing my best to try and crank out of a few new papers this summer, slow going as usual. It doesn't help...
Real Money Funds Face a High Hurdle This Year
Funds that have a fiscal year ending June 30th are going to face a high return hurdle:
60/40: 18.33%
ENDW: 24.27%
(Equal weighted 5 asset classes: US...
