Investing Research Articles

Are Treasury Inflation Protected Securities (TIPS), for which the Treasury adjusts the principal based on the Consumer Price Index for all urban consumers (CPI-U), effective as an inflation hedge? In their September 2009 paper entitled “A TIPS Scorecard: Are TIPS Accomplishing What They Were Supposed to Accomplish? Can They Be Improved?”, Michelle Barnes, Zvi Bodie,… Keep Reading

…the StocksandBulls.com trading advisory service may offer an edge to traders with reasonably large accounts. However, a recent large increase in the number of recommended positions, a tendency to hold losers longer than winners and anonymity of the offeror are cautions.

…gold is generally a hedge and safe haven for stocks in developed markets, but not in emerging markets.

…active traders may find value in Trading from Your Gut as a means to benchmark their trading thought processes against those of an experienced and introspective peer.

The most relevant research at CXOadvisory.com is…

The most relevant research at CXOadvisory.com is…

In his 2009 book Common Sense on Mutual Funds: Fully Updated 10th Anniversary Edition, author John Bogle has “not altered a single word of the original edition, but [has] chosen instead to update its voluminous data, and to comment on significant developments that have occurred since then…”, [trying his] “best to be candid in describing… Keep Reading

The description of the methodology used by Markus Rose is generally vague and the astrological rationale implausible.

…evidence suggest that investors should consider both the expected the state of the economy and the rareness of that state in in anticipating the relationship between asset class returns and asset class return volatilities.

…evidence indicates that inflation hedges effective over the short run, such as commodities, may not work over long horizons and that tactical asset allocation following inflation surprises could enhance long-term investment returns.