My colleague Ben Carlson posted this insightful analysis showing why demographics make for a poor market forecasting tool....
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Forget the hodlers and the BTFD crowd and the so-called crypto experts: Days like today exist as wonderful reminders as to...
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Last month, I gave a presentation at the Markus’ Academy at Princeton’s Bendheim Center for Finance. You can find the full video...
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Succinct Summations for the week ending April 9th, 2021 Positives: 1. Markets gain strength as economic re-opening and recovery...
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Source: JPM Chase My favorite market chart book is out, and as always, its filled with 86 pages of great charts and insightful...
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Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
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Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
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This week was the one year anniversary of the March 23, 2020 market lows. These sorts of things always lead to a media spasm of...
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The Spectacular Tech Bubble Burst in March 2000 Source: Deutsche Bank To hear an audio spoken word version of this...
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Source: Credit Suisse To hear an audio spoken word version of this post, click here. How lucky was the year of your...
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