Shortly after the end of the favorable season’s sell signals came in, I started enjoying the summer on the road with my family. I kept checking the market and news, but nothing significant was developing. Without the Fed’s QE it looks like this… Read More ›
We witnessed a ripple effect across many asset classes last week. The last week of April saw a reversal of many “crowded” trades to include European bonds, the US dollar and small cap stocks that had run-up significantly prior to the reversal. … Read More ›
Okay, it is never easy to make allocation decisions even when you have a good strategy. I still wonder if this year will be like 2013 and we will miss gains over the summer or will it start to look more like… Read More ›