Macro investment research at https://t.co/qGpuA1aCzV Our total return index is at https://t.co/gB6mtT6exe The ETF WTBN tracks our Index. biancoresearch.ethbiancoresearch.com Chicago, ILJoined February 2013
What I Learned in My First Year Managing Fixed-Income
* Performance Review
* ETFs Are Eating the World
* Actively Managed Bond Funds Work!
* Investing Is More Than Momentum
* Valuations Always Matter
* Bonds Are No Longer Crash Insurance
biancoadvisors.com/what-i-learned…
This story is out TODAY (not 5 yrs ago). I'm being told it contributes to the equity sell-off and bond rally (aka "risk-off" rally).
Seriously, are we going to do this again???
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New coronavirus with potential to cause pandemic discovered in China
dailymail.co.uk/health/article…
Since when was Japan's inflation higher than US inflation? NOW. Japan's headline CPI is 4% vs. US' 3%.
H/T Bloomberg Economics' Japan Economist, Taro Kimura.
Big thanks to @mccormickliz for a good synopsis of our client call today.
tl:dr, is best summarized by @katie_martin_fx in Yesterday's Financial Times.
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