The tail wagging the dog?

The volatility of bond yields today We, at Berunda Capital, pride ourselves on our sophisticated forecasting models, but we have to admit we are sometimes wrong. Especially, the direction of Treasury yields has become so notoriously difficult to forecast in the short-term (not so in the pre-COVID days). And stocks have become significantly sensitive to  Read more ➝

Cash is King!

Dear Clients: Good evening!  Hope all is well with you and your families. This is indeed an unprecedented moment of crisis for the heath (and much less importantly, wealth) of our world’s nations.   Since most of you may be taking some personal time off and/or at least working from home and given the recent  Read more ➝