Market Education

Our recent investment snapshot posed this question: “Is the current economic crisis a ‘soft patch’ or the beginning of a double-dip recession?”  I’m starting to wonder if we aren’t instead in a mud puddle.  I recently heard this term used to describe the space between soft patch and recession, and...

David Swensen, the brain behind the well-chronicled success of the Yale Endowment investment portfolio, pioneered an approach that pushed the boundaries of traditional portfolio management.  By adding large concentrations of illiquid assets (real estate, private equity, hedge funds) to the traditional liquid portfolio, he produced excellent results, especially during the tech...

You have likely heard that 80%+ of portfolio returns come from asset allocation strategy or the way you diversify your investment assets. So, naturally, lots of wealth managers spend a great deal of time carefully considering how to allocate portfolios for the “long-run.”  That kind of strategic thinking is important and if it’s done well then a portfolio...

Is this just nuts or can the outcome of the Super Bowl this Sunday actually predict the stock market direction for 2010? The Super Bowl Indicator says it can.  The indicator has been amazingly accurate (it’s right about 80% of the time) – not bad for something without any apparent connection...