Month: October 2017

Worth Reading 10.27.17

I.C. Angles Investment Post

Investment Allocation Update

China’s (de)Dollar Bonds

Overbought, Extended and Bullish

Volatility Undervalued

Dow 500,000?

Margin Debt

Worth Reading 10.9.17

I.C Angles Investment Post

Economic Review

Volatility Trap

Bull Market Complacency

Market Valuations not Justified by Interest Rates

Valuations, Inflation and Interest Rates

Market Valuations

Market Cap to GDP

Monetary Policy Without a Working Theory of Inflation