While the policy proposals from President Trump are still very broad and lack in detail, we think they contain enough substance to validate what we and others have called Trumponomics. If these proposals turn into actual policy, they will have a significant impact on both on the economy and financial markets.
The Passive Investing Bubble
Low fee passive funds that just buy and hold an index fund have largely creamed the high fee active funds the last few years. Not only have index funds outperformed, but the crowd has noticed. "Don't worry about fundamentals, or values; don't worry about market timing; just buy the market and hold!" Even if there is a small correction, the market has always come back!
Breaking Down Drawdowns and Recoveries
In this edition of NDR Solutions Quarterly, we analyze drawdowns and evaluate their impact on long-term performance. The goal of this publication is to provide our clients with unique investment ideas, tools, and analytical frameworks each quarter.
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- 2016-10-25 00:00:00.0 | External Site
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- 2016-09-29 00:00:00.0 | External Site
- 2016-09-26 00:00:00.0 | External Site
Although there’s a lot of risky stuff on the political calendar for the next three months, options markets remain...2016-08-16 00:00:00.0 | External Site
Hedge funds are betting that swelling inventories will help push the price of oil lower, but this glut still looks...2016-08-10 00:00:00.0 | External Site
When the Federal Reserve hiked benchmark rates in December, the initial jump in the short-end of the nominal U.S....2016-08-01 00:00:00.0 | External Site
Financial markets round2016-06-25 00:00:00.0 | External Site
Add up the market value of all of the government bonds trading...2016-06-11 00:00:00.0 | External Site