Summary: Assets move around quite a bit in NAsssets move around quite a bit in Novemberovember.
Summary: Risk off August sees heavy tactical use of bond ETFs.
Summary: Muni demand v supply remains out of kilter pushing munis into richer territory.
Summary: July 2019 fund flows are very informative as investors appear to be risk-on in the hot summer sun.
Summary: JR stands pat on the high yield ETF model portfolio allocations for the 3rd quarter of 2019. Muni allocation remain 60% v. 40% allocation toward corporate junk bonds.
Summary: High grade municipal bonds remain expensive relative to other options. JR dives into the data.
Summary: Munis are rich, what now? JR addresses tactical actions to consider in this risk off environment.
Date of publication: May 24, 2019
Summary: JR reviews his current stance on high yield corporate bonds.
Date of production: March 20, 2019