The TAAStrategies, A Short History

(Note: this is an update to an earlier post which appeared in 2019. It is instructive in describing the approach and priorities which I bring to my strategy development process.) A Short History of the TAAStrategies Tactical Asset Allocation (TAA) has been a passion since I began studying TAA in…

TAAStrategies Meets The 2020’s

We are just two years into the new decade yet it has already succeeded in repeatedly upending the expectations of most in the financial community. We’ve experienced a pandemic, a brief collapse in the credit markets, a brief equity bear market, an unprecedented easing of monetary policy, unimagined fiscal stimulus,…

Tactical Asset Allocation – December 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a gain of 1.26% for the month and gain of 16.98%. The strategy spent the month invested in domestic big caps and cash. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 20+ year CAGR of 14.9%, a…

Tactical Asset Allocation – November 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a loss of 2.10% for the month and gain of 15.53% YTD. The strategy spent the month invested in domestic big caps, commodities, and cash. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 20+ year CAGR of…

Tactical Asset Allocation – October 2021 (Corrected)

Tactical Adaptive Strategies Update Performance (Correction: Adaptive Global finished with a gain of 1.95%, not a loss) Adaptive Global finished with a gain of 1.95% for the month and gain of 18.00% YTD. The strategy spent the month invested in domestic big caps, commodities, Investment Grade corporates, and Treasuries. Adaptive…

Tactical Asset Allocation – September 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a loss of 2.63% for the month and gain of 15.75% YTD. The strategy spent the month invested in domestic big caps, commodities, and Treasuries. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 20+ year CAGR of…

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