In the US both breakeven inflation AND real yields have risen Positive real yields are hard find across the globe. A 1%-real yield in the US locked in for 10 years is internationally attractive. The cycle is likely in a Stagflation/Quad 3 quarter with growth already...
Archives | Month: May 2018
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Dangerous Flaws In Financial/Retirement Plans And Where To Focus
The flaws of Defined Benefit retirement plans are still embedded in today’s financial plans Just looking at one projection of assumptions can be highly misleading Variability of returns lowers investment results, and is a flaw in projections Just variability year to...
The Fed’s QT Blunder And Libor’s Warning.
The chart above shows the progression of Libor since the Fed’s first rate hike in December 2015. The progression was smooth until QT (discussed twice before this year) started to kick in at the end of 2017. Now Libor has taken off to the point that its spread to the...
5 Steps Transform Long Term Investment Returns
Step 1: Dalbar 2017 Report: Understand why “investors suck at investing”. Step 2: Appreciate the benefit of consistently positive low volatility returns. Step 3: Understand repeatability of returns and use a better investment metric: RVAR (Repeatable Volatility...
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