Source: Carl Richards, Behavior Gap Yesterday’s column, not surprisingly generated email from investors who disagreed...
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Source: JP Morgan Asset Management The above is one of my favorite charts. This version comes from a JPM discussion on...
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Why Markets Don’t Seem to Care If the Economy Stinks So many of the most battered industries don’t matter much because of the way...
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Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...
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Yesterday, I had a very interesting discussion with Aaron Brown. We discussed some issues with his column “401(k) Plans No...
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In the 1990s, so called “blank check” companies were more than a little reminiscent of South Sea bubble era pools created “For...
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Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...
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Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...
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Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...
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I have been mulling over a somewhat contrarian theory as to why the US markets seem to have decoupled from the U.S. economy. I have a...
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