Strategy Dashboard – Breaking Breadth

Feb 27, 2024 | Strategy Dashboard

Strategy Dashboard: Breaking Breadth Q1 2024 – MARCH View & Download PDF Version Despite solid returns for most asset classes last year, you wouldn’t know it by peering into the average investor’s mind. The temptation to liquidate risk assets and run into...

Strategy Dashboard – Hot TOPIX

Feb 2, 2024 | Strategy Dashboard

Strategy Dashboard: Hot TOPIX Q1 2024 – February View & Download PDF Version When asked what the hottest major global stock market has been in recent years, most investors would unflinchingly respond the United States. This makes sense. US mega-cap growth...

Strategy Dashboard – Peaking Our Interest

Dec 1, 2023 | Strategy Dashboard

Strategy Dashboard: Peaking Our Interest Q4 2023 – December View & Download PDF Version As the holiday season rapidly approaches, investors have added “peak interest rates” to their collective wish lists (in addition to the perennial appeal for a Santa Claus...

Portfolio Rebalance Summary – Q4 2023

Sep 28, 2023 | Strategy Dashboard

Strategy Dashboard: rebalance summary Q4 2023 View & Download PDF Version David Foster Wallace once told a joke about two young fish who meet an older fish swimming the other way. The older fish says, “Morning boys, how’s the water?” The two young fish swim on for...

Strategy Dashboard: Chinese Tug-of-War

Sep 1, 2023 | Strategy Dashboard

Strategy Dashboard: Chinese Tug-of-War Q3 2023 – August View & Download PDF Version Chinese economic news has been disappointing of late. Unsurprisingly, Western media outlets have laid it on thick, with some 400,000 articles published in the past 3 weeks;...