Click here to download the PDF version of the newsletter. In This Issue: The Fed’s Balancing Act The Federal Reserve is grappling with conflicting economic signals as its next announcement approaches. Most experts anticipate that the Fed will raise rates on July 26, but the economic data tells a more complicated story. While certain indicators […]
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 […]
