We summarize newsletters written in the past months.

We discuss several cash substitutes, in particular, we look at floating rate Treasury ETFs as cash substitutes

Our fixed income portfolios’ excellent outperformance continues. We also review the current bond markets

Itchy to buy stocks as they have come down a lot? You might want to consider an excellent ‘business’ stock: S&P 500 index fund.

Treasury savings I bonds are paying 9.62% annually right now. We detail on what and how to purchase I Bonds

We looked at markets and also discuss the important concept of large samples or long term in investing  

We review smart factor based ETFs and their portfolios.  

We are showing how to get much higher cash returns in this period of stressful times. 

We review asset trends and current economic conditions and discuss their future trends.  

We examine price behavior for stocks, bonds and real estates in the inflationary period of 70s and 80s. We also discuss the similarities and differences between that period and the current conditions, as well as their implication on investment portfolios.  

We discuss the effectiveness of sector and industry rotation in a rising rate inflationary environment. 

We look at the secular economy and market cycle change and review recent market weakness. 

We discussed survivorship bias and reviewed current market internals and sentiments . 

We review hedged strategic allocation portfolios such as risk parity and permanent portfolios and discuss the need of tactical allocations. .