We review gold’s long-term returns since 1971. We further examine key drivers that are behind gold returns and point out these factors, inflation, inflation expectation, interest rates, economic uncertainties, international demand and geopolitical events, have a more complex relationship with gold prices.
We look at the latest factor based ETFs and their momentum based rotation portfolios
We reviewed a typical 401k plan’s model portfolios
We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis.
We review bond ETFs and compare their behavior from mutual funds. We also continue our discussion on Covid-19