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Jul 24, 2024
When rates come down where will the cash to next? Stocks or bonds?
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Jul 10, 2024
All knowledge is connected to other knowledge. The fun is making the connections.
-Arthur Aufderheide Paleopathologist "the mummy doctor"
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Jul 5, 2024
Business cycle changes will reveal incompetence or worse.
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Jul 1, 2024
Belief in the law of small numbers often leads to the gambler's fallacy or alternatively, the "hot hand" bias.
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Jun 19, 2024
If you are looking for breadth in equities, you will not find it.
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Jun 13, 2024
Investors may be whistling past the graveyard of CMBS. Certainly, small and regional banks are walking in this graveyard.
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Jun 12, 2024
The herd creates a trend and it goes until it's exhausted.
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Jun 11, 2024
Global diversification hasn't paid off in a long time.
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May 29, 2024
We need a new recession indicator.
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May 2, 2024
The question is not whether the Fed must hold rates higher for longer to slow demand and get inflation down to 2% but for how long.
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May 1, 2024
The ratio of cash to dividends is higher than dot com bubble.
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Mar 22, 2024
Liberal call it the "wealth effect". Conservatives call it "trickle down". A distinction without a difference?
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Mar 13, 2024
Momentum outperforms every other factor
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Mar 6, 2024
And don't forget the second one either
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Mar 5, 2024
We need to think about large and important economic era beyond the business cycle to truly understand what may happen to international returns. There have been three great eras of...
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Feb 27, 2024
Japan is a tech play.
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Feb 20, 2024
"A great company is not necessarily a great stock." - An old investment maxim