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Dec 2, 20222 min read
Retirement Journey Update for Nov 2022
A macro shift occurred in November after CPI came in convincingly lower than forecast for the first time. Bonds and gold benefitted greatly.
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AllQuant
Nov 9, 20221 min read
Is There Any Saving Grace For 2022?
2022 was a terrible year for investing with very few places to hide. However, some saving graces have helped reduce losses in a portfolio.
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AllQuant
Nov 1, 20222 min read
Retirement Journey Update for Oct 2022
October marked a relief from the carnage in September although it was more for risky assets. Volatility collapsed as the VIX dropped.
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AllQuant
Oct 2, 20222 min read
Retirement Journey Update for Sep 2022
September turned out to be worse than August. All asset classes slumped. Even soft commodities could not escape the carnage.
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AllQuant
Sep 1, 20222 min read
Retirement Journey Update for Aug 2022
This month, all asset classes dived. Sentiments are back to where they were early this year after Jackson Hole with a hawkish Jerome Powell.
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AllQuant
Jul 31, 20223 min read
Retirement Journey Update for Jul 2022
Markets were already undergoing a rebound from the sharp sell-off in June when Jerome Powell added fuel to the fire towards the end of July.
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AllQuant
Jul 1, 20223 min read
Retirement Journey Update for Jun 2022
Asset classes continue to be highly correlated to the downside with stocks and REITS taking the most hit. Safe-haven assets were also down,
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AllQuant
Jun 1, 20222 min read
Retirement Journey Update for May 2022
Market sentiments turn around near the end of the month as Fed tampered down rate hike expectations of 75 bps or more which the market price
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