Copper Well Positioned to Lead the Next Resource Cycle
Global copper capacity could be short some 41,000 tons by as early as 2021, says one commodities research firm. Meaning: We could be looking at another commodities super-cycle, with the red metal leading the way.
Weekly Unemployment Claims: Unchanged from Last Week
This morning's seasonally adjusted 230K new claims, unchanged from the previous week, was worse than the Investing.com forecast of 220K.
Is Your Portfolio Prepared for a Potential Wildfire?
In the decade since the global financial crisis, many investors have either actively steered—or ended up with—a large portion of their portfolios in investments tied to economic growth, namely stocks.
Moving Averages: April Month-End Update
Valid until the market close on May 31, 2019.
The S&P 500 closed April with a monthly gain of 3.93% after a gain of 1.79% in March. All three S&P 500 MAs are signaling "invested" and four of five Ivy Portfolio ETFs — Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ETF (VEU), iShares Barclays 7-10 Year Treasury (IEF), and Vanguard REIT Index ETF (VNQ) — are signaling "invested".
What’s Your Why?
What keeps your wheels spinning, generating new ideas and creating new solutions? What drives you forward? What is your “why?”
Moving Averages: Month-End Preview
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Fees and Gimmicks Are Squandering Your Investment Returns
Unfortunately, most investors still don’t know which actions will help their odds of investment success. There is just too much noise and nonsense that confuses, scares and nudges us into making the wrong decisions.
Five Ways Active Managers Can Overcome Passive Resistance
The “flight to passive” continues, with passively managed funds gaining $695 billion in inflows in 2018, versus $85 billion in net outflows from actively managed funds, according to Morningstar.
$20 Billion Club: DB Sponsors Shift Asset Allocations to Fixed Income
Members of the $20 billion club continue to look for ways to reduce the cost and risk of their jumbo-sized DB plans. Read about these latest trends.
The Ratio of Part-Time Employed: March 2019
Let's take a closer look at Friday's employment report numbers on Full and Part-Time Employment.
Brandes Quarterly Letter: Guarding Against Natural, Built-In Biases
This letter explores examples of cognitive and behavioral biases that can derail even the best investment strategy if not identified and guarded against.
Rationality and Retirement: Mutually Exclusive?
Behavioral finance may help to overcome cognitive biases.
The False Claims by Brokerage and Insurance Lobbyists
The brokerage and insurance industries are lobbying to prevent states, like Maryland, from adopting a fiduciary standard. Those efforts, however, have exposed a series of false claims that belie the immense benefits a fiduciary standard brings to consumers.
NewsLetter – March 2019
Read Harold Evensky's latest NewsLetter.
Antitrust “Internet Style”
We consider ourselves excellent spectators of competition and look forward to March Madness this month. We are reminded that these very competitive games can’t take place unless there are rules and referees to officiate. Our long-time readers are aware that we have warned of the danger surrounding the aggregation of power by the monopolistic tech behemoths.