September 23, 2013: Late Stage Momentum?
Markets might or might not be at a late stage momentum driven market. We review several momentum portfolios at individual stocks, sectors and styles level.
Markets might or might not be at a late stage momentum driven market. We review several momentum portfolios at individual stocks, sectors and styles level.
Is fixed income no more? The 20 year bull market in bonds is ending, as they say. Time to be more active.
We discuss the revisited New Normal by PIMCO’s El-Erian and its implication in portfolio risk management.
We review some momentum investing data and discuss current market situations.