Blog

Category: Contrary Opinion

“We have met the enemy and he is us.” – Walt Kelly We have entered a dangerous time in history.  A time when the truth changes every day. The amount of misinformation being spread daily is nothing short of remarkable.  It seems like everything is “fake news” now independent of who is reporting it.  Rather […]

“Populist promises to reverse every tough decision are nothing but empty rhetoric, irresponsible leadership, and bad politics. They are not the solution to Ireland’s problems.” – Enda Kenny Never have I ever seen so much conviction over how the future will play out under President-elect Trump (“massive bull market ahead!”). Well, actually that’s not true. […]

*Join us for “The Most Interesting Charts of 2016” Webcast Tuesday, December 20th at 4:15pm EST/1:15pm PST.  Register HERE ——————————- From the Blog: There can be no standardized path to excellence in a field that is so heavily dictated by chance. Whether you believe the markets are perfectly efficient and follow a purely random walk […]

“The world is wrong side up. It needs to be turned upside down in order to be right side up.” – Billy Sunday A lot has clearly happened post-election to investment markets, as significant rotations have pushed money into new themes. There has been a historic streak of positive returns in small-cap stocks, bonds have sold […]

Amen

*Beta Rotation Index, +9.71% Year to Date thru 8/12/2016, remains in offense mode (click here for why this matters) *Pension Partners Tactical Exposure Model +17.71% Year to Date thru 8/12/2016 “There is a time for everything, and a season for every activity under the heavens: a time to be born and a time to die, […]