Holistic

Real Investment Daily

Weekend Reading: The Powell Put

Written by Lance Roberts | Nov, 30, 2018

All it took was two 10% stock market corrections in a single year and some heavy “browbeating” from President Trump to reverse Jerome Powell’s hawkish stance on hiking interest rates….

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Rising Rates Are Killing The Housing Market

Written by Lance Roberts | Nov, 29, 2018

Earlier this year, I penned an article entitled “The Coming Collision Of Debt & Rates” which discussed the 10-areas that rising interest rates would impact most directly. Number two on…

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Lessons From Thanksgiving Dinner

Written by John Coumarianos | Nov, 29, 2018

Talking to friends and family at Thanksgiving dinner made me realize how unprepared for volatility investors are. The gathering I attended was filled with a wide mix of investors, from…

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Why We Sold Apple Stock

Written by Vitaliy N. Katsenelson | Nov, 28, 2018

Our firm bought Apple shares for clients’ portfolios in 2013, and we are used to being a contrarian voice when it comes to the stock (read here and here) — we loved it…

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Kass: My 15 Surprises For 2019

Written by Doug Kass | Nov, 27, 2018

White House Politics: (When asked what he wanted to give thanks for during a press gaggle Thanksgiving Thursday, Trump responded), “for having a great family and for having made a…

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The Worst Place To Be For Bond Investors

Written by John Coumarianos | Nov, 26, 2018

Last week, Jeffrey Gundlach of DoubleLine Funds noted in a webcast that investment grade corporate bonds are terrible. There is no way to win with them, he said. As much…

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Will Gold Help a 60/40 Portfolio?

Written by John Coumarianos | Nov, 21, 2018

I noted recently that the classic balanced or 60/40 portfolio has a difficult time in periods of inflation. Bonds deliver fixed dollar interest, so they obviously fare poorly during inflation….

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3-Dangers Of Indexing

Written by Richard Rosso | Nov, 21, 2018

The concept was so simple it was genius. Create a fund that mirrors the stocks of the S&P 500.  In 1974, Nobel prizewinning economist Paul Samuelson suggested the concept, a…

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