Asset Allocation Reports

Asset Allocation Weekly (April 9, 2021)

by Asset Allocation Committee | PDF One key worry for investors these days is whether massive fiscal stimulus, loose monetary policy, and accelerating economic growth will spark runaway inflation.  That concern has been a major factor in driving down fixed income prices and boosting bond yields since the beginning of the year.  However, we’ve been… Read More »

Asset Allocation Weekly (March 26, 2021)

by Asset Allocation Committee | PDF (Note: Due to the upcoming Good Friday holiday, the next report will be published on April 9.) Since peaking in August, gold prices have been under pressure. Technically, prices broke support around 1750 in early March and have been attempting to consolidate. We have been holding gold in our… Read More »

Asset Allocation Weekly (March 19, 2021)

by Asset Allocation Committee | PDF When discussing the fiscal deficit in a meeting with then-President Bill Clinton and his Council of Economic Advisors, Chief Strategist James Carville was quoted as saying, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a… Read More »

Asset Allocation Weekly (March 12, 2021)

by Asset Allocation Committee | PDF With the U.S. dollar apparently poised for what could be a long phase of depreciation, investors are naturally looking more closely at foreign stocks for future growth.  Japan has been a prime focus, not only because it sports the world’s third-largest economy and the third-largest equity market, but also… Read More »

Asset Allocation Weekly (March 5, 2021)

by Asset Allocation Committee | PDF In our 2021 Outlook, we had a forecast for the S&P 500 of 3918/4050.  Since the index is close to that level, we have received questions about whether we are expecting little upside from here or if we intend to calibrate our expectations.  This week’s Asset Allocation Weekly is… Read More »

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