Uncategorized

In 2015 I Learned That…

Wait – 2015 is already over? How the hell did that happen?  It’s been quite a year, even though it feels like it flew by in an instant. Let’s hurry up and preserve the lessons learned lest we forget them all as 2016 gets underway.  You’ve already heard enough from me this year, so now,…

The Riskalyze Report: A Year-End Rotation

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…

Limping into the New Year

Stocks are ending 2015 pretty much how they began it, limping and tired from a bruising year of headline risk, trendless economic data and an ambivalent investing public. The recovery may be continuing, but nobody much believes in its sustainability as commodity prices collapse, wage stagnation continues and fears of robots and terrorists feature widely…