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A Bird's Eye View Blog

Market Highlights in Charts 9.29.17- Bonus Friday!

1. Before we throw ETFs under the bus...

Market Highlights in Charts 9.27.17

1. The dearth of new home building and the high housing prices are taking their toll.

Market Highlights in Charts 9.25.17

1. Looks like U.S. Housing is running into another headwind... affordability

Market Highlights in Charts 9.20.17

 

Market Highlights in Charts 9.18.17

1. Not only have we had low volatility, we have had historically low drawdowns for years.  See our paper on getting SKEWERED! 

Can Active Investing Make a Comeback?

Much has been made on the “death of active investing” due to the investor’s increasing preference for low-cost index funds, made more accessible through the proliferation of ETFs. As the charts...

Market Highlights in Charts 9.14.17

1. One man's opinion...

Market Highlights in Charts 9.13.17

1. We agree with the headline, but every city we visit is booming with construction cranes. Residential housing construction needs to pick up...

Market Highlights in Charts 9.12.17

1. My Peter Lynch metric continues...a tour boat captain in Chicago said they have 47 construction cranes in the city. Last quarter's GDP was increased from 2.6% to 3%.