“If you can come back two months ago your results would be much better!” That’s been my quip of late as I project a portfolio’s year-to-date results onto the screen during client review meetings. Yep, as recently as mid-May, the Dow was up 3.48%, the S&P up 3.89%, developed non-U.S. markets were up 12.46% and […]

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As promised, this week we’ll touch on “the global flow of capital”. But first I’d like to challenge a little conventional market-thought on commodities prices and their historic relationship to the economy. It’s common thought that the recent collapse in commodities’ prices reflects concern over weakness in the global economy, particularly in China. And that […]

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What truly matters to the long-term investor… (click charts to enlarge) China’s volatile stock market? Or the rising lifestyles and increasing global market access of China’s 1.4 billion consumers? The threat of Greece (2% of the Eurozone economy) leaving the Euro? Or the amount of trade the Eurozone transacts with the rest of the world?¬† […]

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After ¬†bombarding you with four audio and three written commentaries on Greece over the past week, I’m thinking there’s not much left to offer. Therefore, given that right now it’s all about Greece, I’ll keep this week’s message brief. So now we wait and see how the Greeks vote on Sunday. I haven’t personally read […]

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