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Smart-Beta Performance Report

The Milwaukee Company’s Smart-Beta Performance Report is a weekly review of the performance of ten indexes that are managed using “smart-beta” asset allocation theories.  This Report is for informational purposes only and should not be regarded as a substitute for independent research and personalized investment advice.

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Check out my latest article: “This Time Is Different.” Yeah, right. Ignore the yield curve inversion at your own risk. via @LinkedIn

🇺🇸🇪🇺🇯🇵 Equity Valuations

This chart shows that equity valuations are not very cheap, but not stretched either

h/t @PictetWM #valuation #markets #sp500 #stoxx #topix #equities
#valuations #investing $spx #spx $spy #stocks #assetallocation #stockmarket

My thoughts on Risk Parity - Part I: "The years that feel so long in real time to the financial advisors and investment committees feel like milli-seconds in excel."

Falling US yields imply we'll soon see a surge in the VIX (stock mkt vol), ie, falling equity prices? So says a chart making the rounds. Not sure I buy the embedded forecast (vol and ylds are far more complicated than the chart suggests). Still, an intriguing chart to ponder.

Gold, U.S. stocks, and long-term treasuries are all up more than 15% in 2019

This hasn't happened since...

[shuffles papers]

ok I didn't have the time to look this up but it has to be quite rare

An inverted yield curve may not be as infallible as many people believe it to be. This post describes the drawbacks of an inverted yield curve and why it isn't necessarily a be-all end-all recession indicator.

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