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Professionally, I see the world from the top down. I pay attention to sectors and regions, as opposed to individual securities. This approach virtually eliminates the business (or managerial) risks associated with investing in a small number of individual stocks. As I’ve reported of late, I presently see the U.S. equity market as a mix […]

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What a week this has been! The FOMC meeting, the Scottish independence vote and the biggest IPO ever. Breaking it down: The Fed left interest rates alone and left the word “considerable”—describing the time period between now and the first rate hike—in the post-meeting announcement… The Scots, in a 55/45 vote, decided not to end […]

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I moved out of my folks’ place at the tender age of 19. My roommate—my older and then wealthier brother Dan—splurged for a brand new VHS player. I vividly recall the price tag—it was a ton of money—$549.99. My wife is visiting an elderly friend tomorrow. Their plan was to watch one of her dear […]

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What are we to make of the current stock market environment? Well, that’s a tough one. If we were to survey some number of the media’s favorite pundits, I’m guessing we’d get a pretty even split. About half would spout the improving U.S. economy, the rosy state of corporate balance sheets, growing profit margins, capital […]

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This week’s Econtalk podcast, “Paul Pfleiderer on the Misuse of Economic Models”, is superb… ¬†Host Russ Roberts: So, one of the obviously key issues facing economists today, and policy-makers, is the labor market. It’s not doing very well. It has not rebounded after this last recession the way I think a lot of people expected […]

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