1. Back to the Norm – Equity vs Real Estate
by Brent Woyat
At the end of last year, the Federal Reserve Bank of San Francisco published a paper* on historical rates of return of major assets. The report also shows that average returns from real estate and equities have been roughly similar, but equity volatility has been twice that of real estate (Figure 1)
2. Don Vialoux Calls For Sold Out Commodities To Rally
with Michael Campbell
Featured Guest Don Vialoux on his favorite winter trades. One, commodities, has Don excited because that market sector that is very sold out & rising from a low point
3. Buckle Up For a Major Sea Change
Michael Campbell & Victor Adair
The CRB Index hit its All Time High in 2011 and, relative to the S+P 500 Stock Index it has fallen ~74% in the past 7 years to an 18 year low!
