On Paradigm Shifts 1920-2019 By Ray Dalio

I do a lot of reading of articles and opinions in the financial markets because I have a love of the markets as well as strong desire to continue incorporating the many lessons of the market into my investing. Perhaps the biggest lesson I have learned is that markets are…

Tactical Asset Allocation – June 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 1.91% for June and is up 1.27% YTD.  Adaptive Income gained 0.64% for June and is up 2.02% YTD. Both have avoided most of the market whipsaws following the September highs in the equity market. This is the comment which accompanied…

Tactical Asset Allocation – May 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive lost 2.17% for May and 0.63% YTD. Our position in long Treasuries did extremely well while positions in both equities and commodities did poorly. The decline in Global Adaptive was 1/3 of the decline in the S&P 500. Adaptive Income lost 1.93%…

Tactical Asset Allocation – April 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 0.04% for April and 1.58% YTD. Our position in commodities turned in another good month for us as did our new position in big cap value. Our positions in global real estate and long dated Treasuries underwent correction following two strong…

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