1.Barrier or Breakout?
The "hours of work required to buy an ounce of Gold" indicator is approaching a familiar sticking point and historical stumbling block for the gold price. $Gold - main 2502(GCmain)$
2.The "Prospective Equity Risk Premium" (i.e. based on forward-looking expected returns) is set to be negative for the USA and positive for the rest of the world...
Here's how this will impact investors and asset allocation decisions $.SPX(.SPX)$ $.IXIC(.IXIC)$ $.DJI(.DJI)$
3.Here's a simple (but useful) framework for figuring out when to go maximum growth vs defense in asset allocation
(of course there is the tricky space in between those times, but a helpful starting point nonetheless!)
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