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Archive for Month: June 2019

What Are The Best Places To Be In The Equity Markets?

With US equities making new highs and monetary policy taking another step towards easing, I looked at the long term performance of different styles of equity investing to see if there were any simple strategic conclusions we could make.  This is an especially important time to take a close look […]

Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

You might have heard the story about the three traders who decided to go into the business of trading sardines.  The first trader bought a can of sardines for $5. He sold the same can of sardines to the second trader for $10, doubling his money. The second trader again […]