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Ran into this .Good chart of nearly every domestic index's performance in time frames dating to the past five years. So, is there magic in the post-election sprinkling of Trump Fairy Dust? I am encouraged by many of the ideas put forth, especially on tax reform as a way to unleash America's potential (less excited about other ideas). Consumer sentiment and small business confidence rose sharply following the election, suggesting the positive feelings or animal spirits are on the rise. That said, experience tells us that the political sausage grinder has a way of neutering the most well-intentioned plans, and that the economy continues to struggle to achieve "escape velocity,” constrained by low productivity and labor force growth. Still, pull up a chair and grab some popcorn: I expect an exciting show! https://www.ridgeworth.com/articles/market-perspective-december-31-2016
Here's a longer perspective on the Trump Effect SEIX BOUTIQUE PERSPECTIVE (CAN TRUMP MAKE BONDS GREAT AGAIN?) December 5, 2016 However, the structural issues will continue to serve as headwinds to growth as they have for the duration of this recovery and lower for longer remains our base case as these deflationary forces remain firmly entrenched and secular in nature. More time and very difficult decisions are required to remedy these issues and politicians have been unwilling to tackle them thus far. As history has instructed, the political class typically fails to act absent a real crisis. Perhaps this is another political tendency the President-elect can approach from the non-traditional perspective of an outsider elected by Main Street. Hope springs eternal… https://www.ridgeworth.com/articles/can-trump-make-bonds-great-again
There was a fellow on the board who published a bond newsletter. He hasn't posted here (to my knowledge) in at least 3-4 years. If you have better wifi than I do, you could probably dig his posts up from the archives. I'll say it appeared to be a pretty decent publication with a variety of writers.
@hank Perhaps you are recalling the LearnBonds web site. http://learnbonds.com/ The handle of BondInvestor was at this board for several months, until about August of 2013. He, from my recall is the or a primary owner/writer of the site. But, this date period is prior to DanHardy being here. @DanHardy , how far back do you recall this newsletter link?
I have been giving this some thought and this might be what you are looking for ... It usually has a section on bonds.
Check the link to see ... Scroll down to the section on bonds. And, the professor breaks down the model portfolios to both an equity side and a bond side along with writting a blurb about both.
Comments
So, is there magic in the post-election sprinkling of Trump Fairy Dust? I am encouraged by many of the ideas put forth, especially on tax reform as a way to unleash America's potential (less excited about other ideas). Consumer sentiment and small business confidence rose sharply following the election, suggesting the positive feelings or animal spirits are on the rise. That said, experience tells us that the political sausage grinder has a way of neutering the most well-intentioned plans, and that the economy continues to struggle to achieve "escape velocity,” constrained by low productivity and labor force growth. Still, pull up a chair and grab some popcorn: I expect an exciting show!
https://www.ridgeworth.com/articles/market-perspective-december-31-2016
Here's a longer perspective on the Trump Effect
SEIX BOUTIQUE PERSPECTIVE (CAN TRUMP MAKE BONDS GREAT AGAIN?)
December 5, 2016 However, the structural issues will continue to serve as headwinds to growth as they have for the duration of this recovery and lower for longer remains our base case as these deflationary forces remain firmly entrenched and secular in nature. More time and very difficult decisions are required to remedy these issues and politicians have been unwilling to tackle them thus far. As history has instructed, the political class typically fails to act absent a real crisis. Perhaps this is another political tendency the President-elect can approach from the non-traditional perspective of an outsider elected by Main Street. Hope springs eternal…
https://www.ridgeworth.com/articles/can-trump-make-bonds-great-again
Perhaps you are recalling the LearnBonds web site.
http://learnbonds.com/
The handle of BondInvestor was at this board for several months, until about August of 2013. He, from my recall is the or a primary owner/writer of the site.
But, this date period is prior to DanHardy being here. @DanHardy , how far back do you recall this newsletter link?
Learnbonds.com looks like it might be it but I don't see a monthly newsletter sent to your email there.
I did find this.
https://www.blackrock.com/investing/insights/fixed-income-monthly
I have been giving this some thought and this might be what you are looking for ... It usually has a section on bonds.
Check the link to see ... Scroll down to the section on bonds. And, the professor breaks down the model portfolios to both an equity side and a bond side along with writting a blurb about both.
http://funds-newsletter.com/jan17-newsletter/jan17-new.htm
I've been trolling through some of my finds and here is another link of interest ...
http://www.seninvest.com/article13.htm
Hope this helps.