December 19, 2022: Newsletter Collection Update
We summarize newsletters written in the past months.
December 5, 2022: Latest Market And Trend Review
We review the latest market and economy trends and discuss several scenarios including recession and soft landing.
November 21, 2022: How To Maximize Your Cash Return
We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes
November 7, 2022: Tactical Bond Fund Portfolios Consistently Outperform
Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets
October 24, 2022: S&P 500: A Solid ‘Business’ In A Volatile Time
Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.
October 10, 2022: 9.62% Treasury I Bonds: Cash Is Indeed King
Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds
September 26, 2022: Markets, Noises, Long Term Strategies …
We looked at markets and also discuss the important concept of large samples or long term in investing
September 12, 2022: Factor ETFs Review
We review smart factor based ETFs and their portfolios.
August 29, 2022: Cash Is King
We are showing how to get much higher cash returns in this period of stressful times.
August 15, 2022: Asset Trends Review
We review asset trends and current economic conditions and discuss their future trends.
August 1, 2022: What We Can Learn From 1970s And 1980s
We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.
July 18, 2022: Fixed Income Is Becoming An Alternative
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
July 1, 2022: About The Latest Rebalance
We review our latest rebalance based on various factors in our strategies including trends, valuation, economic indicators and market internals.
June 6, 2022: Sector Rotation In A Rising Rate Environment
We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment.
May 23, 2022: Latest Portfolio And Trend Review
We review our portfolios and discuss latest asset and economy trends.
May 9, 2022: The Secular Market Cycle Change
We look at the secular economy and market cycle change and review recent market weakness.
April 25, 2022: Survivorship Bias, Sentiment And Market Internals …
We discussed survivorship bias and reviewed current market internals and sentiments .
April 11, 2022: Asset Allocation And Risk Management
We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .
March 28, 2022: March Madness And Steady Course
We look at our highly volatile industry-level fund based portfolios and discuss current market situations.
March 14, 2022: Quality Sectors Prevail
Amid the current turbulence, we revisit quality sector based portfolios and discuss market trends.