Author: Jordan Pine

As many of you are aware, the first two quarters of the year have been poor for both equities and bonds alike. A large portion of portfolio positions in the equities space are down 20% or more, bond performance is negative, and real estate is down about 20%. Commodities and cash have been the only… READ MORE

Chasefield has continually said this since 2018, but it is still relevant even after three, going on four, years: Valuations are high and stocks are still expensive according to CAPE-10. Equity exposure is at a minimum in portfolios and… Download Full PDF >>> READ MORE