Aussie Bonds
View from the North Country
The Early Warning Work: Have We Found The Keys To The Kingdom?....The Wisdom Of Paul Miller....New Zealand and Australia Updates
Australian Bonds…..Time for An Encore?
With Aussie Commonwealth bond yields again up around 14% and the Aussie dollar down to $0.75 U.S., we are moving part of the fixed income portion from both the asset allocation models back into the Aussie bond market.
View From The North Country
Another New Year has arrived.
View from the North Country
You all have experienced the frustrations of investment committee meetings. Read how Rosenberg Capital Management approaches group decision making. It Ain't Like the Good Old Days... U.S. dominance in the worldwide economic scene has greatly diminished. Aussie update: buy bonds and see the movie.
View from the North Country
Fiscal Responsibility Coming in August (An update on performance, not the real thing)..…Programs & Portfolio Insurance: The new hot product in pension circles. Will the implementation of these programs have an impact on the stock market? We think it could.
View from the North Country
Australian Bond Update…TV Isn’t All Bad…Tax Reform…How’s Your Long-Term Investment Perspective? Take the Quiz…How to Make Over 50% On Your Money and Lose
View from the North Country
The Case for Australian Government Bonds: On a relative basis, these bonds look better to us today than in August of 1985. The Real Estate Game: The real estate glut has now spread across almost all of the nation. Still, a number of pension funds and insurance companies continue to put up more buildings. Does this really make investment sense?
Bond Market Summary
The cyclical bull market may still live, but the best of the move is behind us. 9% T-bond yields may be realized in the next year or so, but in coming months not much upside action is expected from current levels.
View from the North Country
The View from Down Under…Answering Some Questions: questions and comments about last issue’s essay on “The Value of Independence”…Yours from Minnesota, Ohio