NDR Fixed Income Allocation Strategy January 2021 Update
The NDR Fixed Income Allocation Strategy entered the month with aggressive positioning. Both Emerging Markets and U.S. High Yield received large overweight allocations. None of EM's macro, fundamental, technical, or behavioral indicators were bearish at the start of the month. Click the link below to read more about the strategy's positioning.
Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy January 2025 Update
BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update.
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January 11: This Week’s Thematic Reads
BY TEMATICA
If you missed out on this week's signals, we've got you covered.
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Thoughts From The Divide: Definitions and Animal Spirits
BY JON WEBB
We would be the first to admit a tendency towards pedantry: that we enjoy a little definitional punctiliousness. Surely, we are not alone in being amused by then-President Clinton asking, “what the meaning of ’is’ is”. But rather than being a mark of a scholar, this kind of diving into minutiae is often as much a sign of sophistry as it is of sophistication. Case in point was the debate around the definition of “transitory”. It might seem intuitive that trees don’t grow to the sky, but Yellen and crew somehow wanted to argue that that was why they had in fact been right all along in their argument that Covid era inflation was “transitory”. Yes, Janet, you were right that, like all things, this too did pass.
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