Excellent analysis across asset classes. It would be interesting to see corporate credit inflection points as well. Mutual funds such as VFICX (Vanguard Int-Term Investment Grade Fund) and GSGAX (GS Investment Grade Credit Fund) are decent proxies for corporate credit. VFICX has longer price history than both LQD and GSGAX, however, GSGAX appears to track credit the best.
Excellent analysis across asset classes. It would be interesting to see corporate credit inflection points as well. Mutual funds such as VFICX (Vanguard Int-Term Investment Grade Fund) and GSGAX (GS Investment Grade Credit Fund) are decent proxies for corporate credit. VFICX has longer price history than both LQD and GSGAX, however, GSGAX appears to track credit the best.
ReplyDeleteA wonderful collection of technical books - now partly eliminates the need to seek the necessary books. Thank you all! "
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