Latest Blog: Yellow Flag - 05/10/2022
OLD AGEPublished: 10-16-2014
It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.
In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.PRINT THIS ARTICLE
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One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here ...READ MORE
Beware Parabolas and Populists 06-13-2017
In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date ...READ MORE
Feliz Cinco de Mayo! 05-05-2015
There will always be a debate about the relevance of history to current conditions. I am firmly in the pro-history camp, ...READ MORE
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