Rotational Corrections: A Case Study in “Volatility does not Equal Risk”

 August 28, 2024 |Grace Wang Portfolio Management Practice
Chapter 44: Rotational Corrections: A Case Study in “Volatility does not Equal Risk” Dear Clients, In this installment, we wish to review the dynamics of a market in correction, defined as a shortlived pullback in asset prices. As we have pointed out...
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We Wish you a Dovish Holiday Season 

We Wish you a Dovish Holiday Season 

 December 06, 2023 |Grace Wang Portfolio Management Practice
Chapter 40: We Wish you a Dovish Holiday Season Dear Clients, In our previous installment, we emphasized our baseline call of a soft landing for the US economy, wherein the Federal Funds Rate is sufficiently high enough to bring down inflation without...
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