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Tariffs, Volatility, and Rate Hikes. Our long-term trend observations as of March 12, 2018

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S&P 500: Stocks fight to gain amid volatility spikes and trade war fears

Seth Klarman: Investors Can No Longer Rely On Mean Reversion

Volatility"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying low and selling high. Also Read More



10-Year U.S. Treasury Notes: Downtrends in bonds persist as interest rate normalization is likely to continue into 2018


U.S. Dollar: Weak U.S. Dollar trend continues amidst global economic uncertainties


Crude Oil: Uptrend continues in crude oil as global supply constraints persist


Gold: The precious metal remains range bound as U.S. dollar fluctuated and inflation remains in focus

Article by Longboard Funds