Commentaries
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New Residential Building Permits: August Permits Bounce Back
New Residential Housing Starts Down in Again in August
Weekly Gasoline Price Update: WTIC Up 4.7%
World Markets Update
NAHB Housing Market Index: "Builder Confidence Drops as Hurricanes Add Uncertainty"
S&P 500 Snapshot: At 2500, All-Time High to End Week
The Big Four Economic Indicators: August Real Retail Sales
The Big Four Economic Indicators: Industrial Production Down 0.9% in August
August Retail Sales: Down 0.2% MoM, Worse Than Forecast
ECRI Weekly Leading Index: Growth Index Lowest Since March 2016
Articles
Random Walk Part 1 – A Random Walk down a Dead-end Street
This is the first of a four-part empirical research study into the fallacy of the “random walk” view on investment reward and risk.
Are Cryptocurrencies the Best Investment Opportunity of the Next Decade?
This is part one of a comprehensive primer on cryptocurrencies and blockchains.
World Leaders are Taking Investors Down a Dangerous Economic Path
Stock market performance has not been driven by the improving health of the global economy. Just as negative interest rates are not a positive for the continued health of the economy, current stock market performance does not augur rosy future returns for stocks. In fact, the opposite is true.
Investing for Returns or Investing in ESG Strategies: A False Dichotomy
Keynesian Spending Does Not Lead to Higher Debt
The Value of Focus
Gundlach: “I’m Not Really Bullish on Bonds”
How to Convert the Alpha Male Prospect
A Six-Step Plan to Track Prospects
White Papers
When Credit Diverges from Equity
It’s a common misconception that credit and equity performance move in tandem. When can divergence occur and how can credit investors prepare?
Fiscal Policy to the Forefront
Pacific Funds portfolio managers discuss the current market environment, fiscal and regulatory policy, and their broad positioning for the second half of 2017.
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