Monitoring Markets

By |2015-05-03T14:19:09-04:00May 3rd, 2015|Bonds, Markets, Stocks|

  A look at relative value for the 2 major asset classes. Historic valuation measures indicate more risk currently in bonds than stocks. Momentum favors equities over bonds. The macro economic backdrop is likely to be more favorable for equities than bonds. The macro economic backdrop suggests that one should look for yield by taking on more credit risk as opposed to [...]