Richard Shaw

Contributor since: 26 Feb 2010

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• What Is Asset Allocation For Everybody Else?

  Published 19 April 2017 | viewed 0 times

   

• Target Date Funds As Aid In Retirement Portfolio Design

  Published 05 October 2015 | viewed 0 times

  Investors in or near retirement should be aware of portfolio design leading fund sponsors suggest as appropriate Leading target date funds appear to generally have…

• A Bear Is Now More Likely Than Not

  Published 01 October 2015 | viewed 0 times

  A Bear market from this Correction is more likely than not Yield Curve suggests Bull has further to go Breadth measures suggest Bull is exhausted…

• Bond Prices in a Rising Rate Environment

  Published 07 July 2014 | viewed 0 times

  JP Morgan Asset Management put out their Q3 2014 market outlook in which they discuss bond performance in a rising rate market. You should be…

• QVM Client Letter (Vol. 7 No. 8): Market Conditions Review

  Published 18 May 2014 | viewed 0 times

  Summary US financial markets are not feeling much stress according to Federal Reserve measures, nonetheless there are important rotations underway within and between asset categories.…

• QVM Client Letter (Vol. 7 No. 7): Current Market Conditions

  Published 05 May 2014 | viewed 0 times

  Summary Federal Reserve indexes say that the economy is going at about its long-term trend rate, and financial stresses are at low levels. Stock markets…

• QVM Market Notes: Defensive Stocks Now Leading Aggressive Stocks -- Still Normal Market Action

  Published 14 April 2014 | viewed 0 times

  QVM Clients, Rational Risk Subscribers and Friends, We've had a couple of hard weeks in the US stock market. The S&P 500 is now 1.7%…

• QVM Clients, Rational Risk Subscribers and Friends

  Published 07 April 2014 | viewed 0 times

  The S&P 500 is right back where it started at the beginning of the year (after a very strong December rally), as this percentage performance…

• SP500 Return Ranges - Past Actual Returns and Statistically Plausible Future Returns

  Published 31 March 2014 | viewed 0 times

  Let's look at past S&P 500 price index returns, statistically implied future price ranges, and institutional forecasts. S&P 500 Return Ranges - Past Actual Returns…

• Stress Testing Season: The Fed Stress Tests Banks and We Are Stress Testing Portfolios

  Published 24 March 2014 | viewed 0 times

  There are any number of factors that can impact investment portfolios. Right now, the Russian invasion of the Ukraine and the mounting insolvency risks in…

• Adding Technical Indicators To Dividend Stock Selection Increases Total Returns

  Published 21 August 2012 | viewed 0 times

  We compared three dividend investing scenarios to see if using technical indicators improves fundamental investing. It does. In the first scenario, we relied only on…

• Filter for Quality High Yield Dividend Stocks In MSCI Spain Index

  Published 16 April 2012 | viewed 0 times

  Spain is a wreck. Let's start with that as a framework, but are there any dividend growth companies there that seem to be weathering the…

• U.S. Household Balance Sheets in Decades from 1950

  Published 22 March 2012 | viewed 0 times

  1950s 1960s 1970s 1980s 1990s 2000s Looking at 10-year periods around two recent stock market crashes: 1995-2004 Most Recent 10 Years  

• QVM Market Notes: Glass More Half Empty Than Half Full

  Published 05 September 2011 | viewed 0 times

  The battle between bulls and bears is tense right now (as the attached cover image from this week's Barrons illustrates) WHAT WE SAID BEFORE: We…

• QVM Quick Market Note: SP500

  Published 01 September 2011 | viewed 0 times

  Short-term S&P500 is dead center between recent high and low, still only a rally, but not yet a resumption of up trend. Long-term S&P500 is…

• Indications for the Economy and Stocks

  Published 28 August 2011 | viewed 0 times

  The are important voices suggesting that the economy will plod along, while others say a recession is more likely than not. There are stock market…

• An Equities World Bear Market Is Upon US, Or At Least Knocking On The Door

  Published 22 August 2011 | viewed 0 times

  QVM Clients: The attached letter provides charts showing evidence that we are in, or nearly in, a global bear market for stocks. Important news events…

• Historic Yield Spreads Between Stocks and Treasuries

  Published 18 August 2011 | viewed 0 times

  The financial press is full of comments about the historic level of interest rates, and the appeal of dividend income, both as a partial alternative…

• QVM Market Note: SP500 Failed To Pass the 38% Fibonacci Retracement Level

  Published 18 August 2011 | viewed 0 times

  This is a government policy and government whispers driven market, as well as one where GDP growth rate projections are being reduced. Earnings projections must…

• Global Equities Bear Market Has Us In a Hug

  Published 09 August 2011 | viewed 0 times

  SUMMARY Most of us are too old to cry, but it also hurts too much to laugh. The global equities are in a bear market.…