What We're Reading Now
We review twenty to fifty research reports and published papers each quarter. Some (and sometimes most) of it is just "white noise" used to sell a particular fund or brand while some of it is useful in deciphering trends in the markets. We will post files and documents below that includes some of the research that may be of interest or just fun to read. As always, this is not a recommendation to buy a certain product or investment or endorsement for any particular brand, or product. Investors should do their own due diligence and/or work with an informed advisor on an investment that fits their specific investor profile.
| heres-why-you-should-invest-in-all-the-sectors-not-just-one-us.pdf |
| why-trade-with-yourself-core-funds-can-solve-that-problem-us.pdf |
| measuring-the-costs-of-index-reconstitution-a-10-year-perspective.pdf |
| index-reconstitution-costs-continue-to-add-up-for-index-strategies.pdf |
| dont-get-fed-up-part-2.pdf |
| dont-get-fed-up.pdf |
| rate-sensitivity-does-not-equal-price-predictability.pdf |
| housing_could_be_the_next_cloud.pdf |
| why_i’ll_always_be_optimistic_about_the_market___dimensional_fund_advisors.pdf |
| us_one-pager_history-shows-that-stock-gains-can-add-up-after-big-declines.pdf |
| economic___market_implications_of_a_russian_invasion_of_ukraine.pdf |
| stock_market_volatility__schwab’s_quick_take___charles_schwab.pdf |
| weekly-investment-commentary-en-us-20220214-net-zero-transition-reprices-assets.pdf |
| market_monitor_021122.pdf |
| market_pulse_feb_22.pdf |
| volatile_markets_underscore_importance_of_discipline.pdf |
| isgvemo.pdf |
| global_investment_committee_2022_outlook.pdf |
| pimco_secular_outlook_fels_balls_ivascyn_oct2021.pdf |
| will_inflation_hurt_stock_returns__not_necessarily..pdf |
| economic_market_chart_book.pdf |
| ssrn-id3882899.pdf |
| on-the-markets.pdf |
| whattoexpectinbidensfirst100days_russellinvestments.pdf |
| 2021_thematics_outlook.pdf |
| a_snapshot_of_growth_vs_value_investing.pdf |
| righaifr122020howamericaninvests2020rigreport1611694235104.pdf |
| sometimes_its_not_that_complicated___federated_hermes.pdf |
If you would like to discuss any of our readings further, feel free to reach out to hear our thoughts on the issues.
Talk soon!