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Kass – An Italian Job?
“What should have happened? First, I think it would have helped to have some perspective on Italy. The country’s gotten pretty dysfunctional, with almost no growth whatsoever. There’s also that...
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Our Two Cents on the Dollar
“There are benefits of where the dollar is and there are costs of where the dollar is,” Mnuchin said during a panel discussion at the World Economic Forum in Davos, Switzerland. “It’s not a shift in...
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The Link Between Public and Private Equity
“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.” The...
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Weekend Reading: Social Insecurity
Last year, I penned an article discussing the primary problems with Social Security. To wit: “According to the June 2017 snapshot from the Social Security Administration, nearly 61.5 million people...
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Bulls Make A Break For It – 06-08-18
Bulls Make A Break For It Are You Being “Shamed” Into Excess Risk? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Bulls Make A...
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The Two Rules Of “Stockbroker Economics”
How an advisor should talk to clients and what rhetoric leads to big sales are often at odds. It can be death to an advisory business if the advisor is negative. Clients tend to want reassurance from...
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The Myths Of Stocks For The Long Run – Part II
Written by Lance Roberts, Michael Lebowitz, CFA and John Coumarianos, M.S. of Real Investment Advice Crashes Matter A Lot In Part I – Buy and Hold can be Hazardous to your Wealth, we showed how the...
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Technically Speaking: The Risks To Our Bullish View
As we detailed in this past weekend’s newsletter: “…[the expected] breakout did occur and pushed prices to the first level of resistance which resides at the late February highs.” “…there is a...
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Monthly Fixed Income Report – May 2018
Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with five of the seven primary fixed income sectors posting...
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U.S. Household Wealth Is In A Bubble – Part 1
This article is Part I of a series that explains why U.S. household wealth is experiencing a dangerous bubble, why this bubble is heading for a powerful bust, and how to preserve and grow your wealth...
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Kass – An Unhealthy & Potentially Toxic Market
On Friday, I outlined my multi time-frame outlooks — very short, short and intermediate term — for the S&P Index. As I noted it is important to emphasize that this exercise is not meant to imply...
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Technically Speaking: 2nd Half Starts With A Fumble Recovery
On Monday, the market opened the 2nd half of the year with a fumble as Wall Street continues to wrestle with the uncertainty stemming from the White House with regards to tariffs, geopolitical risks,...
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S&P 500 Monthly Valuation & Analysis Review – 06-30-18
J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term...
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Dump Your Stocks; Get A Financial Plan Instead
If you own an individual stock, can you say how much revenue its underlying business realized last year? Can you say what its operating margin was? Can you say what its earnings-per-share were? Can...
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What Does It Mean To Invest?
Submitted by David Robertson, CFA Via Arete Asset Management The late stages of any economic cycle provide fertile ground for divergent opinions. Some recent positive numbers, for example, can be...
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RIA Chart Book: Q2-2018 Most Important Charts
As we wrap up Q2 of 2018, Michael Lebowitz and I present our “chartbook” of the “most important charts” from the last quarter for you to review. In addition to the graphs, we provided a short excerpt...
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Monthly Fixed Income Report – June 2018
Monthly Fixed Income Update – June 2018 At the half-way point of 2018, there are a multitude of interesting stories to cover in the fixed income markets. Beginning with June’s performance, the...
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Weekend Reading: The Japanification Of America Continues
Last week, I discussed the ongoing debt issue in the U.S. with respect to the recent CBO report and the trajectory of debt growth over the next 30-years. The fiscal issues facing the U.S. are nothing...
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Fireworks To Start Q3- 07-06-18
Fireworks To Start Q3 Kass: Foward Looking Concerns Are Plentiful Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Fireworks To...
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The Uncivil Civil War: Economic and Market Implications of Political...
Come senators, congressmen Please heed the call Don’t stand in the doorway Don’t block up the hall For he that gets hurt Will be he who has stalled There’s a battle outside And it is ragin’. It’ll...
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