Attention Economy


Thursday, October 19, 2023

Bond-Stock Correlation and the 60-40 Strategy

The 60-40 Strategy Just Had Its Worst Year in Generations
https://www.wsj.com/finance/investing/investing-stocks-bonds-strategy-changing-91b7589d
Higher interest rates and inflation are upending millions of Americans’ retirement planning. The classic 60-40 stock-to-bond ratio isn’t cutting it anymore. 

There’s a Reason This Bull Market Feels So Weird
https://www.wsj.com/finance/stocks/theres-a-reason-this-bull-market-feels-so-weird-c844981a
The past year’s stock-market rally looks more like the tail end of a bull run, rather than the beginning.
 
The Gems Hiding in Plain Sight in the Treasury Market
https://www.nytimes.com/2023/10/20/business/treasury-bonds-rates-investing.html