NDR Dynamic Allocation Strategy March 2025 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The equity allocation jumped to maximum weighting.

All indicators, which weigh the relative attractiveness of stocks and bonds, favor stocks.

International Developed, U.S. Large Caps, U.S. Growth, and U.S. Value received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202503031

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Some might think it academic, but we can’t help being curious about who blinked first. There are at least two games of chicken we have been closely watching. Clearly, everyone is watching the game of chicken between Xi and Trump. However, the casual observer might think there was also one involving Powell and Trump. In the case of Xi, its not entirely clear who blinked first. Read more →

NDR Fixed Income Allocation Strategy September 2023 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Thoughts From The Divide: Not Too Hot, Not Too Cold

BY JON WEBB

Now that the “giant global margin call” appears to have run its course, global equity markets were free to celebrate successfully navigating the potential banana skin that was US inflation data (both CPI and PPI). Inflation is tamed (at least till next month) with only the irritating exception of the shelter components (again!) and those pesky insurance premiums. Turns out that inflation has a long tail: higher auto prices beget higher insurance premiums, and that’s without considering the impact of recent hail storms. That said perhaps we should count our blessings. Both headline CPI and PPI beat (i.e., were lower than) the consensus by 0.1%, which led some economists to point to a core PCE deflator figure below the Fed’s 2% target: good enough for stocks to start celebrating a September rate cut. Read more →

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