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Tim’s Top Links – 3/23/17

March 23, 2017 by Timothy Mullooly

timWell it seems that we are in the midst of the first actual pullback of 2017.  It’s funny how fast sentiment can change in this industry.  No more than a week or so ago, majority of the industry were flying high on higher markets and strong first quarter numbers.  Then, suddenly, the market is down for a few days in a row, and you would think the roof was caving in on the stock market.  Looking at a number of longer term indicators, this pullback will hopefully be brief and potentially a decent opportunity moving forward.  Let’s just wait and see.

Here’s what I’ve been reading this morning:

‘Technical Correction In Stocks Still Early, A Gift To Buy’ – Bryan Rich – Forbes

‘History is No Help When Handicapping The Bond Market’ – Ben Carlson – Bloomberg View

‘Diversification in Multi-Factor Portfolios’ – Corey Hoffstein – Newfound Research

‘The Cheapest Portfolios In The World’ – Meb Faber

‘Capturing Mean Reversion Via Momentum’ – EconomPic Data

ENJOY!

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