The 2023 Callan Periodic Table of Returns
The new Callan Associates Periodic Table of Returns is out and shows the timeless message of finance: asset classes take turns in the sun. What will be the best performer of 2024? Only time will tell.
MKAM on the Investor's Business Daily Podcast
Mulholland & Kuperstock Asset Management Chief Investment Officer Stephen Mulholland, CFA appeared on the Investor's Business Daily Podcast. The topics of discussion was: the stock market, interest rates, asset allocation, and risk management.
THE FED MISTAKE INDEX TELLS THE FEDERAL RESERVE TO CUT RATES
The Effective Fed Funds Rate is 49 basis points above the two-year US Treasury yield. The signal from the market to the Fed is: cut rates.
Stock Market Investors Are Playing For Time
The Fed ended its zero interest rate policy, after 13 years. Bonds have normalized. Stocks are yet to adjust. It's only a matter of time.
MKAM on Schwab Network
Mulholland & Kuperstock Asset Management Chief Investment Officer Stephen Mulholland, CFA appeared on the Schwab Network with Caroline Woods. The prescient topic of discussion was why investors should wait to extend the duration of their bonds.
The Bond Market Chorus Is Singing a Helpful Tune: “Never Catch a Falling Knife”
Ever since the Federal Reserve began increasing interest rates, after 12 years of zero percent, it has been tempting for investors to rush in and lock in the new higher yields. But, the bond market counsels patience, and we think it is wise for investors to heed the message.