Being Told to “Stay the Course”
“Volatility in the up direction is not a problem, it’s only downward volatility that offers discourse.” – Coreen T. Sol, Financial Author. Buy and hold…
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Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
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Back to Back Negative Return Years for Bonds
“Bonds as an asset class will always be needed, and not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross,…
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Stock Returns in Midterm Election Years
“The real players in the global economy are consumers and producers (business). Politicians and regulators are similar to referees, which can influence short term ebbs and flows, but…
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The Best Question You Could Ask
“People ask me my forecast for the economy when they should be asking me what I have in my portfolio. Don’t make pronouncements on what…
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Investor Anxiety: Signs You’re Invested Incorrectly
“A reasonable-level of anxiety is a sign that you take investing seriously and are on guard against complacency and overconfidence. Meanwhile, too much anxiety is…
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Persistence of Performance
“This year’s top-performing mutual funds aren’t necessarily going to be next year’s best performers. It’s not uncommon for a fund to have better-than-average performance one…
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Fed Hikes and Bond Prosperity
“The Federal Open Market Committee (FOMC) has considerable control over short-term rates. We have much less influence over long-term rates, which are set in the…
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U.S. and Everyone Else
“Emerging market economies have long grappled with the challenges posed by large and volatile cross-border capital flows.” – Jerome Powell, Chairman of the Federal Reserve….
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Solving the Social Security Equation
“Should any political party attempt to abolish social security, unemployment insurance, and eliminate labor laws and farm programs, you would not hear of that party…
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