Tag: Fed
• Alternative Investment Strategy
Who is Driving the Bus?
Nobody likes paying for insurance. It is intangible as you pay up front for an unknown risk that may or may not materialize. Many of us feel that we overpay, until we really need it. It is perhaps not surprising then that many investors spend little effort protecting against sudden and unexpected drops in the […]
• Advisor Commentary
Breakout Funds – Toxicity
Last night was a great chance to opportunistically be long of risk, short the long end of the curve. We got some incrementally positive news on the China front on the Europe open and, risk pushed higher, and steepeners were put out. Bears were sent scrambling to wait for the grownups to come back from vacation.