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allocation Members 6 min read

An Allocator's Roadmap to Volatility

Major markets are down between 5-10% from their highs. VIX is north of 25. Cash feels safe. In volatile markets, it feels like wisdom. Sitting in cash, you tell yourself you are being prudent. You are waiting for clarity. There is a cost. And it compounds over time.

March 24, 2026 by Joe Zidle

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allocation Free May 5, 2026

The Price of Patience

I started the year expecting rates to drift higher and I continue to set my true north at 4.5%. This presents fundamental challenges to the Fed’s ability cut rates. I ran two studies to answer this question of what this means for private and public markets.

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allocation Members Apr 13, 2026

That 70s Show

For a long time, the market had a simple narrative all sketched out for Federal Reserve policy. Inflation cools, employment stabilizes, and the Fed delivers a steady cadence of rate cuts. But linear policy requires a linear world. But a structural oil shock... that upends how we will invest.

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allocation Members Apr 6, 2026

The Model Byron Wien Kept Under His Pillow

Byron used to joke that he kept it under his pillow. First thing every morning, he’d take a look. Not a complex options model. Not some proprietary algorithm. Just a simple dividend discount calculation that’s been around since 1959. I keep coming back to this tool because it works.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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