October 4, 2021: Asset Trends, Market Internals And Inflation Implication
We review asset and market internals and discuss the possible secular interest rate change and its implication.
We review asset and market internals and discuss the possible secular interest rate change and its implication.
Regular newsletter collection update
We continue review of our fixed income portfolios and compare with Trend Pilot bond ETF PTBD.
We compared our tactical portfolios with some popular tactical ETFs and mutual funds including Cambria global momentum GMOM and Ned Davis Tactical fund.
We review a very sensible strategy that combines valuation and tactical strategies.