Breaking the Bond Fever!

Published on September 25, 2026

Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast.

Continue reading on website
Other news

The AI Folks Don't Seem to Understand Intelligence

September 25, 2026
AI has changed coding, mathematics, and weather forecasting. They all have a vast pool of available training data, rapid feedback, and clear right and wrong answers. These keep models moored to reality, not spiraling off to disaster as the result of compounding small errors.

Trump Accounts Are Here: What Families Need to Know

September 25, 2026
Trump Accounts are now available nationwide. Explore how the new tax-advantaged accounts work, who can contribute and key considerations for families evaluating their long-term savings options.