8 centuries of bond market reversals

By | January 18th, 2017|Categories: Market Strategy Report, Uncategorized|

Interesting article from Harvard’s Paul Schmelzing: https://bankunderground.co.uk/2017/01/04/venetians-volcker-and-value-at-risk-8-centuries-of-bond-market-reversals/ My $.02?  Transitions from bull to bear markets have occurred gradually over long stretches of time.  In the most recent case, bonds traded sideways from 1936-1956.  It’s okay, then, to play cyclical rallies… [...]

When will MSCI admit China A-shares?

By | January 12th, 2017|Categories: Market Strategy Report, Uncategorized|

From Larry Jeddeloh of TIS Group: MSCI has been considering adding Chinese equities to their benchmark indexes for a long time, and just got done with another review [April 2016] wherein they decided to keep the A-shares out for now. But, how [...]