July 5, 2017 in Asset Allocation

Asset Allocation – June 2017

PDF of Global Asset Class returns click here S&P 500 advanced 0.6% in June bringing the YTD performance to 9.3%. Emerging markets equities continue to be the best performing asset c

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Our Funds

By The Way – February 2018

I quoted investment legend, Bob Farrell, in our last letter, specifically that markets don’t correct by going sideways.  But I don’t thing he, and certainly not I, foresaw the violent...

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Mulvi Monthly Takeaway- January

January Market Themes (click for PDF chart package)  Global markets “melted up” in January, while rising yields hurt fixed income performance. The US dollar slid against most major currencies (but...

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Mulvi Morning Update 1/30/2018

On Our Radar (click for full chart package) All eleven S&P 500 Sectors in the red yesterday. Defensive groups such as Utilities, Telecom and REIT’s leading to the downside However message...

US Tactical Allocation Fund

Mulvi Market Update – 1/25/2018

On Our Radar (click for full chart package) US Dollar selling off against most global peers. Short dollar positioning is consensus. Highlight a good looking set up for the gold chart....

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Mulvi Market Update 1/23/2018

On Our Radar (click for full chart package) Buybacks look to be regaining leadership as companies begin the process of repatriating profits No doubt sentiment is extreme across a number...

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