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Well 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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