Click here to download the PDF version of the newsletter. In This Issue: Inflation Impact Americans are alarmed by inflation. The inflation that was first deemed “transitory” is here to stay, and consumers are feeling its effect on their pocketbook. Inflation is stubbornly high for goods and services. Some sectors have been disproportionately impacted. Used […]
Will This Bull Ever Tire? Part 4 – Mean Reversion and the Case for Diversification
According to Investopedia, mean reversion is a financial theory suggesting that asset prices and returns eventually return back to the long-run mean or average of the entire dataset. Recently, the concern has been that the market is trading above historical norms and may find itself reverting to the mean (Chart 1). Paying attention to mean […]
