Falling Inflation and Stock Returns
“The complaints about how sticky inflation has been nearly matches the claims that it was transitory back in 2021.” – Bespoke Investment Group On November…
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Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
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The U.S. Debt Ceiling
“I think it’s ridiculous – it’s always resolved, not that it’s a 100% chance, but I think it gets resolved.” – Bill Gross, Pimco co-founder…
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Market Expectations are Everything
“The past wasn’t as good as you remember. The present isn’t as bad as you think. The future will be better than you anticipate.” Morgan…
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April 2023 Market Commentary
“If you want to call it a bear market, it looks as savage as a koala. If you want to call it a bull market,…
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The Demise of King Dollar
“People talk about this concept like foreign countries can just choose not to do business with the U.S. Dollar. Sure, they can. In doing so,…
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Back to Back Calendar Year Losses for Stocks
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back, they…
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The Market is Quietly Stacking Up Wins
“It’s just that most people see what they want to see. We pride ourselves on living in reality.” – J.C. Parets, All-Star Charts, on the…
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March 2023 Market Commentary
“History provides crucial insight regarding market crisis; they are inevitable, painful, and ultimately surmountable.” – Shelby M.C. Davis, philanthropist and investor Pure Portfolios’ Chief…
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Bond Returns Following Difficult Years
“It’s not that I’m so smart; it’s just that I stay with problems longer.” – Albert Einstein Bonds could use a public relations makeover. The…
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