omagh Posted January 14, 2011 Share Posted January 14, 2011 http://www.hoisingtonmgt.com/pdf/HIM2010Q4NP.pdf Proposes a set of results coming out of the QE2 initiatives by the Fed. Link to comment Share on other sites More sharing options...
Zorrofan Posted January 17, 2011 Share Posted January 17, 2011 thanks for posting - always an interesting read! cheers Zorro Link to comment Share on other sites More sharing options...
StubbleJumper Posted January 17, 2011 Share Posted January 17, 2011 Yes, I too appreciate the post. I always read Van Hoisington, but rarely remember when it's due to be published. They're still bullish on bonds. Prem sometimes aligns FFH with the Hoisington view of the world. Wonder if FFH asset allocation will lighten up on (overvalued?) equities in favour of sovereign debt? SJ Link to comment Share on other sites More sharing options...
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