The Paper Trail: Trending, Fast and Slow
There's an old Wall Street adage that says “as goes January, so goes the year.”
Like most market aphorisms, it sounds clever in theory but the results are mixed at best in practice. But if it does happen to ring true this year, we are in for one wild ride. All the more reason to seek ways to diversify and build durable portfolios!
The Value Run: Already Done or We've Only Just Begun?
The struggles of value investing from 2008-2020 are well-trodden. That horse is already dead - no need to beat it any further.
The past is past. It's future returns we care about. And there is much debate about whether the reversal in value's fortunes that began in 2020 has legs to it or is merely another head fake.
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