How’m I Doin’?

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That line was made famous by New York City Mayor Ed Koch in the 1980s. We are just as curious so we are firm believers in having an appropriate benchmark – a standard of performance – for our investment strategy. … Read More

Tis The Season

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As we write this the S&P 500 with dividends is down 0.4% for the year and more than three percent in December. A down December is unusual based on historical returns going back to 1930. Indeed, they averaged 1.7% since … Read More

Adding Short Term Models

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According to Robert Clemens (1989) “Forecast accuracy can be substantially improved through the combination of multiple individual forecasts”.   Today we begin implementation of a short-term adjustment to our HTUS portfolio. The short-term adjustment comes from one-day models based on seasonal, … Read More