S&P fundamentals supporting recent gains

In Episode 5 of the Rational Reminder podcast we discussed the following:

• Checking your credit
• Optimizing your credit score
• Investing vs. paying off your mortgage
• Asset allocation
• Reframing mortgage debt
• Are we in a tech bubble?
• The rise in the US market is backed by fundamentals
• How the largest Canadian pension funds invest
• Skewness in VC returns
• It's still really hard to beat index funds

The stories we talked about:

• Mortgage debt and asset allocation
• Fed Up
• Andrew Coyne: Canada Pension Plan's active management strategy is a crock
• Tiny Wisconsin College Using Index Funds Trounces Endowment Rivals

The charts we talked about:

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Correlation Ventures

For more information or to contact Cameron and Ben, visit pwlcapital.com