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Stock, Bond, Commodity Markets All Signaling Recovery, Part 2

Posted by Jerry Bowyer on 9/24/20 9:00 AM

Let's take a look at one kind of bond compared to another. Instead of the difference between the earnings of stocks and the interest rate (the way bond investors get paid) of treasury bonds, let's take a look at the difference between corporate bonds and treasuries.

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Topics: Economics, Commodities, Bonds

Stock, Bond, Commodity Markets All Signaling Recovery, Part 1

Posted by Jerry Bowyer on 9/22/20 9:00 AM

Markets are future-oriented. That is to say that investors make buying decisions in light of expectations. One buys if one expects the investment to go up in value in the future. One sells if one expects the opposite. We've found two market indicators that are particularly good at capturing expectations of U.S. growth and one which is particularly good at forecasting global growth.

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Topics: Economics, Commodities, Bonds

How Our 0% Weighting To JPMorgan Helped Our Portfolio

Posted by Vident Financial on 9/17/20 9:30 AM

As of January 31st, 2020, VCUSX was underweight JPMorgan Chase & Co compared to a cap-weighted approach. VCUSX has had a 0% weighting in JPMorgan since at least January 31st of 2016.

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How Great is Great Britain?

Posted by Vident Financial on 9/15/20 10:53 AM

Should roughly 1/10th of your international investment be in a country that represents only 2% of global GDP?

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Topics: Global Economics

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