For the past two decades, government bonds have moved in the opposite direction of equities in the short run but have produced similarly strong gains in the long run, representing…
Day: February 1, 2018
There is Never a Good Time For Active Management – But Now Might Be One
By Jack Forehand (@practicalquant) — When active managers are struggling relative to their benchmarks, you will often hear the same description of the problem. They will talk about how the current…
Could the Housing Market Be Too Hot?
A recent Bloomberg article reports that homebuilder stocks outperformed all other groups last year, offering different points of view and metrics regarding whether the market might be reaching pre-bubble levels.…