Tag: Fed

CSPM – Wealth Allocation – January 2024

 Going into 2024 the CSPM™ asset allocation model looks like this: Equities overall, are rich.  Long-Term Bonds face supply headwinds from large increases in debt and credit expansion.  Shorter-Term Bonds and cash equivalents have attractive yields. Credit Spreads on Corporate Bonds are historically tight, agency mortgage spreads offer value.  Allocation to[...]