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Rothschild Sees Strong Economic Strength

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Mark Melin
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The economy is showing signs of strength and lower bond yields are not a sign of economic weakness, according to a Rothschild Wealth Management letter to investors reviewed by ValueWalk.

Rothschild Sees Strong Economic Strength

Rothschild: Investors favoring safer plays

Recently investors have favored high quality, safer plays, especially after a spring correction in biotechnology and internet equities, the report, written by Rothschild Managing Director Mark Tavel, noted. But the big surprise in 2014 occurred in May, when the “remarkable rally in bonds” took place. The 10-year Treasury began the year with a yield close to 3%. At the end of May, the rate had fallen to 2.6%....

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.