The US 5 yr and 10 yr inflation breakevens are at the highest level since July 2015.
Joshua M Brown
GDP, Volatility, Amazon
US 3rd quarter GDP came out just in time to rig the election for Hillary Clinton. I’m hearing the economists who prepare the report were found dead in a van, killed by Mexicans obviously.
Panel Preview: Using Evidence to Avoid Major Investing Mistakes
Both investors go about limiting risk in their portfolios in a highly structured way…
Chart o’ the Day: Something else you can stop spending time on
Chart
The Only Metric That Matters
What is the true mark of an advisory firm adding value?
Now it’s an avalanche
Big week
Knocking Down a Straw Man
“Robo-advisors and financial advisors who skew passive are leading the sheep off the cliff by being fully invested right now.”
Start Now
This is from the Wall Street Journal this week and it is absurd: It just shouldn’t look this way. If you’re a millennial holding 70% of your investable assets in cash – and you’re not on the verge of buying a home or paying off the entirety of your student debt – you are squandering…
Chart o’ the Day: Who Owns US Corporate Credit?
Chart
One of the worst things you can do in this business
Fooling ourselves about inter-market relationships.
