The Importance of “E” in P/E
Don't Fall into a Value Trap! The core tenet of many value investing strategies is often mean reversion. Simply put, this is when managers bet that bad things will...
The Fed Bazooka
Originally posted at The Backcourt Report... Source: Businessinsider.com The Fed has taken...
Navigating a Choppy Bond Market…Don’t Fight the Fed
Originally posted at The Backcourt Report... As we navigate through these very uncertain times, we’d like to take a deeper dive into different sectors of the fixed income...
Fed Update
Originally posted at The Backcourt Report Fed Cuts Rates 50 bps The FOMC voted unanimously to cut its overnight target range 50 basis points to 1.00% - 1.25% in an...
Credit: Priced to Perfection
Originally posted at The Backcourt Report... This is probably a little more granular (also my first post so please don’t judge too harshly) than past posts into the...
Robbery in the Bond Market
Originally posted at TheBackcourtReport.com Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and it needs to be...
Performance Chasing
Originally posted at TheBackcourtReport.com This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s...
Model vs. Custom Portfolio
Originally posted at TheBackcourtReport.com Custom models, off the shelf models, and everything in between – that’s what we do day in and day out. Fortunately, we are busy....
Volatility and Lower Prices
The last decade has made that fact easy to forget, but eventually the market will remind us, and may be doing so now. Volatility is a feature of the markets. If you want the upside, you cannot avoid volatility. If you are positioned to feel no risk, you will also feel no upside. We call that “return-starved” risk management.
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