RESOURCES

 
 

WHAT WE’RE READING

2022 WAS THE WORST-EVER YEAR FOR U.S. BONDS. HOW TO POSITION YOUR PORTFOLIO FOR 2023 - CNBC

BILLIONAIRE INVESTOR RAY DALIO SOUNDS THE ALARM ON US DEBT AND SAYS BONDS AREN’T A GOOD LONG-TERM INVESTMENT - Business Insider

RAY DALIO SAYS HE DOESN’T WANT TO HOLD BONDS, CASH ‘IS GOOD’ - Bloomberg

THE TRUSTED 60-40 INVESTING STRATEGY JUST HAD ITS WORST YEAR IN GENERATIONS - WSJ

The thoughts and opinions expressed in the articles are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. 

RELATED RESEARCH

DOES TREND FOLLOWING WORK ON STOCKS?

THE CAPITALISM DISTRIBUTION

DO STOCKS OUTPERFORM TREASURY BILLS?

WEALTH CREATION IN THE U.S. PUBLIC STOCK MARKETS 1926 to 2019

The thoughts and opinions expressed in the article are solely those of the author(s). Any discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.