Sunday, September 21, 2014

The Current Asset Allocation of The United States

Allocated to bonds of all types, through 2Q2014:   $38.17 trillion.
Allocated to stocks (current Wilshire 5000 X 1.2): $25.46 trillion.
Allocated to cash (MZM):                                               $12.72 trillion.
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Total:                                                                        $76.35 trillion.

That's 50% to bonds, 33% to stocks, and 17% to cash.

The trend since 2010 has been away from bonds at close to 59% to 50% now, mainly into stocks, while amounts allocated to cash have increased the percentage just a few points.

Total World Stock Market Capitalization Through 2012 Remains 17.5% Below The 2007 Peak

According to The World Bank, here.

Thursday, September 18, 2014

Nigel Farage: The West is encroaching on Mr. Putin's space

"We should be viewing Ukraine as a buffer between East and West."

Interviewed here.

Freedom for me, but not for thee.