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Rising wages, a tighter labor market, the wealth effect from tremendous stock and bond market gains, Millennials turning mid-30’s, pent-up home-shoppers coming out after a terrible winter – these are all the ingredients for a ballistic housing market, not unlike the one I had guessed we would see this spring (see my February story at…

Event!

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 $44 billion and counting that advisors manage on the Riskalyze platform*. I…

Some data on where the hedge fund assets under management are currently held within the “industry” via CIO Magazine (emphasis mine): the top 11% of managers controlled 92%—or $2.78 trillion—of total hedge fund assets at the end of Q1 2015. These 570 managers also each held at least $1 billion in assets, qualifying their membership…

When (if) interest rates rise, perhaps in 6 months or sometime around when my grandchildren are graduating space college, there will likely be some pressure on various portions of your portfolio. But where? And how bad might it be? And for what duration will the pain last? We can’t know in advance. But we can…

Last summer, the biggest catalyst I could see on the horizon for investors was the then-upcoming Shanghai-Shenzhen link to Hong Kong’s stock market. This link, colloquially referred to as the “through-train” was meant to drive liquidity from developed markets around the world into the mainland Chinese shares market, where valuations were substantially discounted owing to…